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The Relationship Banker ll performs a variety of customer service duties to provide service to the bank's customers in conformance with established bank policies and operating procedures. Works cohesively in a team environment to achieve personal and branch goals. Displays motivation and enthusiasm within the team.

Key responsibilities include, compliance with all banking regulations and the policies and procedures established by management, building customer relationships, accurately recording daily transactions, identifying and fulfilling relationship deepening with products and services that will benefit customer accounts and efficiently fulfill customer all around needs. Serve as Associate Banker when needed. Assist in mentoring and developing Relationship Banker I and Associate Banker.

Key Responsibilities:

Branch & Personal Sales Performance Goals

Achieve personal & branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals
Open, cross sell, maintain existing accounts and products to new and existing customers
Provide quality customer service with every customer interaction; exceed service expectations. Greet every customer with a smile, use eye contact, and pleasant greeting
Begin to partner with branch management to prepare weekly and monthly branch meetings
Assist management team with sales coaching as needed
Works with management team to exceed branch goals

Branch Operations

Perform daily operational functions
Balancing a cash-box and vault as needed
Assist with surprise spot check audits, etc.
Follow security protocols with opening, closing, and daily observation
Open and process all necessary steps and documentation for account opening, online banking, mobile banking and other services
Review work from Relationship Banker I and Associate Banker for CIP and documentation accuracy
Take charge as needed in the absence of Manager or Relationship Banker III

Product Knowledge & Recommendations

Review current accounts and services to assist customers choose best fit for them
Use needs-based selling by asking open ended questions, listening to the customer, and offering products and services to fit their needs
Have a high level of understanding of business and lending products and services in addition to core
Shows knowledge of online and mobile banking to assist customers with registration, login, bill pay, e-statements, mobile deposits and additional advanced settings
Refers customers to correct departments for assistance

Transaction Accuracy and Transaction Processing

Processes a wide variety of customer transactions including deposits, withdrawals, payments, and other miscellaneous transactions
Processes transactions within limits of established policy accurately and efficiently and seeks approvals when required

Customer Relationships

Provides outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships
Promptly addresses and resolves customer concerns and inquiries in a positive, confident manner
Consistently makes time to be friendly, get to know our customers and make every customer feel important

Educational and experience requirements include:

High School Diploma or GED
Minimum 2 years experience in retail banking
Ability to use mathematics to accurately compute routine transactions
Strong interpersonal skills including verbal communication and listening skills
Strong computer and electronic skills
Ability to use banking software
Strong critical thinking abilities
Relevant experience performing clerical activities

Physical Demands and Work Environment

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.

Monday-Saturday