Job Description

Job Description

Nature & Scope:

Positional Overview

Do you have a knack for customer service and communication? Join our client as a Relationship Banker to deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. You’ll serve as a subject matter expert for members, creating an outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day.

Role & Responsibility:

Tasks That Will Lead To Your Success

• Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals
• Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach
• Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution
• Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals
• Build new relationships through Community/Foundation involvement and existing member referrals
• Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members
• Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance
• Demonstrate vigilance in detecting and reporting fraud or irregular activities
• Ensure compliance with all applicable policies, procedures, and regulatory guidelines
• Achievement of goals and objectives provided by management

• Skills & Experience

  Qualifications That Will Help You Thrive

  • Have an Associate degree preferred, or combination of equivalent education and experience
  • Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions
  • Are Proficient in Microsoft Word and Excel
  • Have the ability to multi-task to meet or exceed minimum performance standards
  • Have effective verbal, written and listening communication skills
  • Have strong interpersonal skills
  • Have the flexibility to work out of any location at any time, as business needs dictate
  • Have the ability to lift at least 10 pounds and stand for long periods of time
  • Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.
  • To be able to operate in a rapidly changing dynamic environment.
  • Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.

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