Relationship Banker

Banknewport Relationship Banker

At BankNewport, retail banking is about more than transactionsit's about relationships. We're looking for passionate, people-focused professionals who enjoy helping customers reach their goals while growing their own careers. If you thrive in a collaborative environment, value community connection, and take pride in delivering exceptional service, you'll feel right at home here.

As a Relationship Banker, you'll be the friendly and trusted resource our customers rely on. You'll build meaningful relationships, understand individual financial needs, and connect people with solutions that help them move forwardwhether that's opening accounts, exploring lending options, or simply answering questions with confidence and care.

Responsibilities

Provides a best-in-class customer experience by accurately processing transactions and new account openings in a timely and professional manner.

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers.

Proactively conducts financial conversations with customers to identify banking needs. Uses discovery techniques to match needs with BankNewport solutions.

Meet individual and branch sales goals by maximizing each customer interaction and through proactive prospecting activities such as reviewing customer profiles, outbound calling, and community activities. Fully understands and participates in the Retail Incentive Plan.

Markets a full range of consumer and small business banking services to existing customers and prospects.

Opens consumer & small business accounts, originates and closes loans, performs maintenance changes to existing accounts, answers customer questions and resolves account related problems.

Fully adopt and utilize the customer relationship management system and on-boarding process to provide exceptional internal & external customer experiences.

Demonstrates ownership of any customer problem or request by utilizing available resources and following up to ensure effective resolution and customer satisfaction.

Demonstrates expert Digital Banking knowledge and proficiency. Advise customers on all bank delivery channels and services such as ATM/PTM functionality and digital banking services including mobile banking, bill pay, Zelle, and other services.

Adhere to all bank policies and procedures, audit, regulatory and security guidelines.

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to internal and external customers.

A Relationship Banker may be asked to fulfill certain supervisory responsibilities by the Branch Manager and/or Assistant Manager. These responsibilities include opening and closing the branch, vault cash, performing quarterly audits, supervisor overrides, and service charge reversals.

Processes and settles ATM work or Vault cash as needed.

Provides flexibility of coverage during branch hours of operation and at other branches as needed.

Must attend and successfully complete trainings related to position.

Performs related and unrelated duties as may be needed.

If selected, candidates must meet and follow all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and acquiring a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS).

SUPERVISORY SCOPE

No supervisory responsibility

INDEPENDENT ACTION

Performs work within established guidelines and according to specific procedures. Refers problems to immediate supervisor.

Qualifications

1-2 year experience as a teller, banker, or equivalent retail sales or banking experience required; customer service experience and needs-based banking sales preferred.

At least 6 months cash handling experience.

Must be proficient with technology and digital banking services; Microsoft Office, specifically word and excel and possess familiarity with technical devices including tablets and smartphones.

Must have excellent customer service, communications, problem solving and organizational skills.

Must be able to handle multiple tasks simultaneously.

Must be a team player.

PHYSICAL REQUIREMENTS

Any physical demands or work conditions described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable Accommodation may be made to enable individuals with disabilities to perform the essential functions. Employees need to have the ability to:

Travel independently to the position's primary work location, other bank properties and work-related activities or events at locations outside the Bank.

Effectively communicate and exchange accurate information and ideas so others will understand.

Independently operate a computer and other office machinery, such as a calculator, copy machine, printer and software programs related to the position needed to complete the primary functions.

Sit or stand at a workspace and use a computer or other equipment for prolonged periods of time.

Move office items weighing up to 35 pounds.

Work in an environment with low to moderate noise levels

Ability to stand, walk, bend, reach, and move throughout the office during the workday.

Ability to move office supplies, mail trays, packages, and materials as needed.

Comfort working in shared office areas, conference rooms, supply spaces, and mailroom environments.

Ability to safely use standard office equipment and follow workplace safety procedures.

BANKNEWPORT CORE VALUES

We celebrate individuality

We empower employees to be creative problem solvers

We invest and take the time to really get to know our customers

We commit to serving the financial needs of Rhode Islander's

BankNewport is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity or expression, pregnancy, childbirth or related medical conditions, military service, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances