Relationship Banker I

Description

Relationship Banker I

Reports To: Relationship Banking Supervisor, Assistant Branch Manager or Branch Manager depending on location

The Relationship Banker I is responsible for cultivating and maintaining strong relationships with customers, providing personalized banking solutions, and offering high-quality service to meet customers' financial goals. The role involves offering a variety of products and services, including personal and business accounts.


Key R esponsibilities:

Client Relationship Management:

• Establish and maintain relationships with new and existing customers, understanding their financial needs and goals.
• Provide tailored financial advice and recommend products/services to meet customers' needs.
• Act as a trusted point of contact for customers, addressing customer inquiries, ensuring a high level of satisfaction through personalized service.
• Follow up on customer satisfaction and ensure all service expectations are met.

Account Management:

• Open and manage personal and business accounts.
• Help clients with setting up bill payments, and other online banking services.
• Assist customers with account transactions, including stop payments, wire transfers, credit card application processing, debit card disputes.
• Complete necessary paperwork, update account records, and maintain accurate customer information.
• Monitor accounts for irregularities and provide guidance to customers on managing their accounts.

Compliance and Risk Management:

• Ensure all transactions and activities comply with bank policies, legal requirements, and regulatory standards.
• Safeguard sensitive customer information and maintain confidentiality at all times.
• Identify potential risks and take appropriate action to mitigate them.

Qualifications:

• Education: High School diploma or equivalent required
• Experience: Previous experience in a banking or customer service role is often required
• Skills:
• • Strong communication and interpersonal skills.
  • Excellent customer service orientation and ability to build relationships.
  • Intermediate knowledge of banking products, services, and regulations.
  • Ability to multitask and manage time effectively.
  • Proficiency in banking software and technology.