Relationship Banker
Burke & Herbert Bank
Bank Relationship BankerUnder the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank's "Service Beyond Expectations" Begins with Me promise.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Perform a broad variety of account opening and customer servicesOpens a wide variety of Consumer and Business Bank Accounts including loans and depositsIdentifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and InsuranceAbility to identify and cross-sell next bank services and productsAssist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistanceAssist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan productsPerform teller duties such as receiving deposit, checks, and payments, and processing withdrawalsEducate and profile clients using bank systemsOrganize work to include complete sales tracking, plans, follow up client calls, client onboarding and client retentionAdheres to all policies and procedures of the companyFollows operational procedures to include securityMake our promise of "Service Beyond Expectations" Begins with Me real and believable by following our defined principlesOther duties as assignedMust be comfortable and confident in a sales and service environmentHighly goal orientedMust be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service TellersMust have and exhibit professional manners and exhibit good interpersonal skillsMust have computer knowledge, good typing skills, math skills, and be a good listener and problem solverOther services as needed, such as Notary and NMLS registrationHigh School diploma or equivalent requiredPrior retail banking experience preferredPrior customer service experience preferredPosition requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch officeThis position has no supervisory responsibilitiesThis job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.Travel may be required for this position.The ranges listed for Virginia represent the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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