Certified Relationship Banker - (Northshore Locations)

Gulf Coast Bank & Trust; Metairie (LA); Presencial; USD 32.000 - 52.000; Jornada completa

Descripción de la vacante

Gulf Coast Bank & Trust in Metairie, LA seeks a Certified Relationship Banker I to be the first contact for clients, assess needs, present banking solutions, and grow relationships. You will handle inquiries, open accounts, and support daily branch operations.

The role emphasizes customer service excellence, cross-selling opportunities, and strict adherence to security and regulatory requirements, including CIP and BSA, with branch hours that include some evenings and weekends.

Formación

• High school diploma or equivalent.
• Strong desire to educate customers about technology.
• Excellent written and oral communication, customer service, and interpersonal skills.
• Ability to tailor features and benefits of products/services to clients with differing needs.
• Proficient with office equipment (fax, copier, calculator).
• Professional, organized with strong follow-up skills.

Responsabilidades

• Sells products and services offered by Gulf Coast Bank to current and new clientele.
• Opens new consumer and business accounts, provides information about services, answers phones, and greets visitors.
• Provides clients with account information, handles maintenance requests, and monitors client accounts.
• Resolves client problems through direct action or referral to staff.
• Identifies and maximizes cross selling opportunities through client profiling and referrals.
• Adheres to security measures and meets regulatory requirements (CIP, BSA).
• Handles requests involving the Bank’s Legal department.
• Orders checks, operates a teller terminal, and assists with balancing cash when needed.
• Cross trains and supports other positions as needed.
• May be assigned to opening/closing the branch and other operational tasks.
• May assist with loan processing and servicing.
• Performs other duties as needed by Branch Manager or Operations Officer.
• Works branch hours, including some evenings and weekends.
• Maintain CRB skills and knowledge by passing the annual CRB exam.

Conocimientos

Educate customers

Communication skills

Customer service

Interpersonal skills

Tailor product benefits

Tech literacy

Follow-up skills

Teller terminal

Educación

High school diploma or equivalent

Herramientas

Teller terminal

Descripción del empleo

Summary

The Certified Relationship Banker I provides “first line” contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems.

Responsibilities

• Sells products and services offered by Gulf Coast Bank to current and new clientele.


• Opens new consumer and business accounts, provides information about various types of services and products offered, answers phones, and greets visitors.


• Provides clients with account information, handles maintenance requests, and monitors client accounts for non-branch officers.


• Resolves client problems through direct personal action or referral to proper staff member.


• Identifies and maximizes cross selling opportunities through client profiling and engages with team members and other business partners to make referrals.


• Adheres to security measures and ensures all regulatory requirements are met (i.e. CIP, BSA).


• Handles client requests involving the Bank’s Legal department.


• Orders checks, operates a teller terminal, and assists with balancing the vault and cash verification when needed.


• Cross trains and supports other positions as needed.


• May be assigned to opening and closing the branch and other operational tasks.


• May assist with loan processing and servicing.


• Performs other duties and special projects as needed by Branch Manager or Operations Officer.


• Works branch hours, including some evenings and weekends.


• Maintain CRB skills and knowledge as demonstrated by passing the annual CRB exam.

Skills / Experience / Education

• High school diploma or equivalent.


• Strong desire and ability to educate and connect customers to technology.


• Excellent written and oral communication, customer service, and interpersonal skills.


• Ability to tailor features and benefits of products/services to clients with differing needs.


• Computer skills and ability to operate office equipment (i.e. fax, copier, calculator).


• Professional, confident, thorough and organized with strong follow-up skills.