Relationship Manager (CSR)

Essential Functions

• Inform customers of procedures for applying for services such as ATM or debit cards, direct deposit of checks and certificates of deposit.
• Obtain customer information needed for opening accounts or renting safe-deposit boxes.
• Answer customers' questions, and explain available services such as deposit accounts, Online banking, mobile banking, etc.
• Refer customers to appropriate bank personnel to meet their financial needs.
• Compile information about new accounts, enter account information into computers, and file related forms or other documents.
• Investigate and refer errors to appropriate bank personnel.
• Perform Personal Banker duties as needed.
• Aid in teller/vault audits when needed.

Skills

• Active Listening
• Speaking
• Reading Comprehension
• Critical Thinking
• Social Perceptiveness

Attributes

• Oral Comprehension
• Oral Expression
• Speech Clarity
• Speech Recognition
• Near Vision
• Problem Sensitivity

Experience and Education

High School Diploma (or GED or High School Equivalence Certificate); 5+ years of banking (branch) experience, with at least 2 years of Relationship Manager (CSR) related experience.