In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Bank’s customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at a full-service Cape Cod 5 Retail Banking Center location.
Requirements
- Develops rapport with customers, greeting customers by name, understand account ownership types and authority
- Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution
- Perform banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance and savings bond redemption
- Safeguards customer trust by upholding duty of customer confidentiality
- Must comply with all required laws, regulations, policies and procedures
- Timely completion of all assigned learning activities
- Actively participate in Banking Center meetings and one-on-one coaching sessions
- Fulfills all Banking Center opening and closing activities
- Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner
- Proficient in determining customers’ financial needs and identifies referrals to other business lines
- Works to develop and maintain a comprehensive knowledge of the Bank’s products and services offered
- Assists customers in preparing loan applications for home equity products and other consumer loans
- Participation/volunteerism in community groups and events
- Responsible for providing overrides and mentoring for RB I and II staff