RELATIONSHIP BANKER

Job Title: Relationship Banker (I-III)

Division: All Branches

Department: Retail Banking

Reports To: Retail Sales Manager/Branch Manager

FLSA Status: Non-Exempt

Pay Grade: 6-8

CSI NuPoint: Inexperienced to Experienced Banker/Teller

Supervisory Responsibilities: N/A

Summary:

Provides superior client service and maintains high relationship selling results through finding information and solutions in a timely, friendly and accurate manner, offering new and current products to clients and prospects, while opening new accounts, and handling teller transactions, all in accordance with Bank policies and procedures.

Essential Duties and Responsibilities:

• Maintains high relationship selling results.
• Understands products thoroughly in order to introduce and sell new and current products to clients and prospects.
• Opens/closes checking, savings, certificate of deposit, and IRA Accounts with less than 3 errors per month (verified through Quality Control).
• Meets sales goals for minimum of 6 continuous months.
• Supports and backs-up other employees.
• Opens door or stands to greet clients and guests in a warm and outgoing manner as they enter the Bank. Escorts clients to the door following interaction. Provides superior client service at all times.
• Completes all Teller duties, including but not limited to, making deposits, withdrawals, cashing checks and receiving loan payments.
• Makes good judgment calls on client issues.
• Possesses general understanding of products in order to introduce and sell new and current products to clients and prospects.
• Answers the phone and handles client inquiries.
• Seeks new prospects and follows-up with them via outbound calls, mail, or email.
• Logs all client calls and interactions through the use of Bank software.
• Contributes to Bank by learning the individual goals and expectations established and how they relate to the incentive plan and overall company success.
• Meets performance goals.
• Maintains accurate cash counts; no outages.
• Understands Regulation E.
• Completes assigned Sales Training and Compliance Testing.
• Participates in departmental meetings including accepting assignments for presentations at such meetings.
• Maintains a professional appearance and adheres to dress code.
• Reports to work punctually as scheduled.
• Other duties as assigned.
  
  
  

Other Duties and Responsibilities:

• Submits reports to Manager on a weekly and monthly basis
• Functions as Vault Teller
• Replenishes and balances branch ATM (not serviced by Dunbar)
• Notary Public
• May float to other branches as needed for coverage
  
  
  

Minimum Qualifications:

• High school diploma or equivalent
• Minimum 1 year Banking experience
• Client service experience
• Sales experience/skills
• Cash handling experience
  
  
  

Knowledge, Skills, and Abilities:

• Basic PC skills-MS Office (Outlook, Word & Excel)
• Superior interpersonal and communication skills
• Strong organizational skills
• Flexible, team player, self-starter
• Ability to multi-task
• Client service phone experience
  
  
  

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to walk; sit; use hands; reach with hands and arms and talk or hear. The employee is occasionally required to stoop, kneel, crouch or crawl. Specific vision abilities required by this job include distance vision.
• Duties require employees to work onsite.
  
  
  

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.