Relationship Banker

Develop and cultivate long-term client relationships by providing insight, advice, and personalized financial solutions for clients.

Requirements

• Develop and grow client and prospective client relationships
• Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives
• Cross sells products and services and refers to business product partners to ensure client needs are met
• Maintains contact with client base through periodic proactive touch points
• Achieve Sales and Service Targets
• Markets a full range of consumer and small business banking services to existing and prospective clients
• Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs
• Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance
• Proactively resolves moderate to complex customer maintenance and/or client service problems
• Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions
• Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements
• Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics

Benefits

• Medical, dental, and vision insurance
• 401K
• Continuing education opportunities
• Employee assistance program
• Impact Network Groups