Relationship Banker- Highland Park

The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.

• Attain complete knowledge of products and services, recognize referral opportunities and successfully partner with appropriate business lines including mortgage, wealth, cash management, commercial lending and residential lending

• Perform all teller and platform transactions promptly, efficiently and accurately.

• Deliver and cross-sell banking products in conjunction with customers’ needs through platform interactions and teller line transitions

• Assist in the attainment of branch-specific goals in conjunction with bank initiatives and the strategic plan

• Provide best in class customer service to customers regarding daily transactions, addressing inquiries, problem resolution and customer follow up in accordance with all bank policies and expectations

• Perform outbound sales activities including prospecting and outbound calling to prospective and existing customers, in persona, virtual and via phone.

• Maintain a position of trust and responsibility by keeping all customers’ business confidential in accordance with bank policy

• Operate technology as required

• Consistent utilization of the customer management system to document customer and prospect interactions, send referrals and update campaigns.

Education and Experience

• Associate’s or Bachelor’s degree preferred

• Previous banking or relevant work experience preferred

Skills and Competencies

• Customer service and sales skills

• Deposit and loan product knowledge

• Ability to handle multiple responsibilities simultaneously

• Balanced decision making keeping both customer and company in mind

• Strong interpersonal and relationship building skills

• Effective selling, cross-selling and referral skills

• Microsoft product proficiency and the ability to use core banking systems

• Participation in community activities as necessary