Relationship Banker Job Description

As a Relationship Banker, you will be responsible for building, expanding, and retaining existing client relationships while providing exceptional customer experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Relationship Bankers will be experts in marketing financial solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, business visits, networking events and periodic ‘At Work’ events. Relationship Bankers are expected to achieve and/or exceed their established individual and branch goals. They may also assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. It is expected that Relationship Bankers are professional and positive bank ambassadors while meeting and exceeding our customers’ expectations. All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role.

Essential Duties and Responsibilities

Responsible for sharing and recommending the banks’ full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources
Ensure that individual goals are met through required levels of in-person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophy
Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research on customers' accounts, and complying with BSA and CIP requirements
Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)’ consumer loan portfolio(s)
Uncover needs and refers customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors
Maintain a high level of customer satisfaction by engaging our customers and ensuring we provide optimal customer experience
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Process teller transactions for customers in a positive, accurate and professional manner.
Process customer requests in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions
Performs other duties and responsibilities as assigned

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Skills

Ability to effectively motivate and present information in one-on-one and small group situations, to customers, clients and other employees in the organization
Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment

Education and/or Experience

HS Diploma/GED
One to Two year customer-facing and goal-oriented experience

Computer Skills

MS Office programs
Understand and utilize social media platforms to help share brand awareness and obtain market knowledge

Other Qualifications (including physical requirements)

Occasional travel for meetings, training, bank conversion and acquisition support
Ability to provide support and guidance at other branches within the market

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