Certified Relationship Banker - (Southshore Locations)

Gulf Coast Bank and Trust Company; Gretna (NE); On-site; USD 42,000 - 54,000; Full time

Job summary

Gulf Coast Bank and Trust Company is seeking a Certified Relationship Banker I to be the first point of contact in the branch, assess client needs, and introduce products and services while building relationships and resolving issues.

The role emphasizes cross-selling, adherence to CIP and BSA, handling account openings, balance/cash tasks, and supporting branch operations, with occasional evenings and weekends. Strong communication and service orientation are essential.

Qualifications

• Ability to educate and connect customers to technology.
• Excellent written and oral communication abilities.
• Ability to tailor features and benefits of products to clients.
• Proficient with office equipment and standard software.

Responsibilities

• Sells Gulf Coast Bank products and services to clients.
• Opens new consumer accounts; answers phones and greets visitors.
• Provides account information and handles maintenance requests.
• Identifies cross-selling opportunities and refers to staff as needed.
• Adheres to CIP, BSA and regulatory requirements.
• Performs branch operations tasks and may assist with loan processing.
• Works branch hours, including some evenings and weekends.
• Maintains CRB skills by passing the annual CRB exam.

Skills

Customer service

Communication skills

Interpersonal skills

Follow-up skills

Education

High school diploma or equivalent

Tools

Office equipment

Computer skills

Job description

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.

Requirements

• 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.

Essential Mental & Physical Requirements

• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to read and interpret a document if required to perform the essential job functions.
• Prolonged periods of sitting at a desk and working on a computer may be required.
• Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.