Associate Relationship Banker - National

Associate Relationship Banker

The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs.

Essential functions include sourcing and building long term, meaningful relationships with clients, understanding their financial needs and providing solutions through appropriate product and service offerings, including deposit products, electronic services, and loans. The role also involves opening bank accounts for current and new clients, overseeing transactions and closing accounts when necessary, providing excellent service to clients while processing various banking transactions, answering questions, addressing service challenges, and providing resolutions.

Additional duties include maintaining a system of orderly follow-up by mail and phone to onboard new clients, collaborating with business development and lending teams to seek and establish new clients in the marketplace, maintaining knowledge of internal audit procedures, legal and bank regulations, and policies and procedures, and processing various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols.

The Associate Relationship Banker must follow security procedures consistently and protect client confidentiality, support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency, and comply with all company or regulatory policies, procedures and requirements that are applicable to this position.

Qualifications include a high school diploma or equivalent required, one-year experience in banking, client service, or related field with cash handling experience, capability to perform lending, sales, or account management, excellent client service skills, capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment, capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail, and demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills.

Working conditions include duties performed in a professional office environment, availability to work Saturdays, requires travel to other bank locations or client sites, and extended periods of standing and ability to lift fifty pounds.