Relationship Banker II - Beaufort

Relationship Banker II - Beaufort

Beaufort - Beaufort, SC 29906

Overview

Level: Experienced Position Type: Full Time Job Shift: Day Education Level: High School Travel Percentage: Negligible Category: Banking

Description

JOB SUMMARY

Responsible for delivering an exceptional client experience by providing efficient, accurate and personalized service. This role supports day-to-day branch operations, processes a variety of financial transactions (including teller transactions as needed), and identifies opportunities to deepen client relationships. Success in this role requires strong communication skills, attention to detail, and a customer-first mindset.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides an exceptional customer experience for new and existing customers through personalized, efficient, and accurate service
• Provides client onboarding, servicing and deepens and retains client relationships through consultative sales and use of the Bank's Client Relationship Management (CRM) system
• Responds to customer inquiries through multiple channels to include phone, email and chat, delivering timely and accurate support
• Knowledgeable of financial services offered by the bank and proactively recommends Bank products and services that will benefit the customer.
• Recognizes client needs and connects them with appropriate partners including Commercial Lending, Mortgage, Corporate Services and Wealth Management
• Assists client with opening personal and business accounts
• Research and answer client inquiries and assists with maintenance requests; resolves problems as necessary
• Follows all compliance, security, confidentiality, and internal guidelines within area of responsibility and completes all transactions in accordance with them.
• Assist customers with ancillary products and services including but not limited to debit cards, online banking, direct deposit, safe deposit box, wire transfer, and night depository.
• Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Cross-trained for teller duties and assists in that capacity as needed.
• Perform other duties as assigned.

Qualifications

• High school graduate or equivalent is required; additional banking or business courses are helpful
• Thorough knowledge of the bank's products and services
• Understanding of branch operations and security is beneficial
• Two or more years of prior retail banking and/or branch operations experience is strongly preferred
• Proven customer service and problem resolution experience
• Well-developed verbal and written communication skills in addition to a professional image
• Demonstrates sound judgement in a sales and service environment by balancing client needs, risk considerations, and business objectives.
• Proficiency with Microsoft Office (Word, Excel, Outlook, etc.); keyboarding and calculating; experience with Jack Henry or other banking systems is helpful.
• Familiarity with banking compliance and deposit regulations
• Sales skills are needed for selling and cross-selling products and services
• Attention to detail and strong organizational skills