Certified Relationship Banker (Westbank)

Gulf Coast Bank & Trust; Gretna (LA); On-site; USD 36,000 - 48,000; Full time

Job summary

Gulf Coast Bank & Trust in Gretna, LA is seeking a Certified Relationship Banker II to serve as the first line of contact for branch clients, assess needs, and grow relationships. You will advise on financial products, open new accounts, and handle day-to-day banking tasks while maintaining regulatory compliance.

The role requires strong communication, sales aptitude, and the ability to educate customers about technology and services.

Qualifications

• Associates or Bachelor’s degree, or equivalent 5+ years of customer service experience.
• Training in sales techniques and ability to apply them.
• 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.

Responsibilities

• Determines which financial products best meet the client’s needs and circumstances.
• Advises clients on advantages and disadvantages of different financial products.
• Open new accounts and provide account information, handle maintenance requests, monitor accounts.
• Resolve client problems through direct action or referrals to staff.
• Identify cross-selling opportunities and collaborate with team members to refer prospects.
• Adhere to security measures and regulatory requirements (e.g., CIP, BSA).
• Handle requests involving the Bank’s Legal department.
• Assist with balancing the vault and cash verification; operate teller terminal.
• Cross-train and support other positions as needed.
• May be assigned to opening/closing the branch and other tasks; may assist with loan processing.

Skills

Customer service

Sales training

Tech education

Communication skills

Interpersonal skills

Product tailoring

Computer skills

Follow-up

Education

Associates or Bachelor's degree

Tools

Office equipment basics

Job description

Description

The Certified Relationship Banker II 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.

Summary

Responsibilities

• Determines which financial products best meet the client’s needs and financial circumstances.
• Advises clients regarding the advantages and disadvantages of different financial products.
• Open new accounts and provide 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

Skills/Experience/Education

• Associates or Bachelor’s degree or high school and 5+ years of customer service experience.
• Training in sales techniques and ability to effectively utilize these skills.
• 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.