Certified Relationship Banking Advisor

Gulf Coast Bank & Trust; Metairie (LA); On-site; USD 40,000 - 55,000; Full time

Job summary

Gulf Coast Bank & Trust is hiring a Certified Relationship Banker II to serve as the first point of contact for clients entering the branch. The role involves assessing needs, explaining products, growing relationships, and addressing complaints.

The position requires strong customer service and sales skills, the ability to educate customers on technology, and the capacity to handle multiple branch tasks with accuracy and ongoing follow-up.

Qualifications

• Associates or Bachelor's degree or high school with 5+ years of customer service experience.
• Training in sales techniques and ability to effectively utilize these skills.
• Strong desire to educate and connect customers to technology.

Responsibilities

• Determines which financial products best meet the client’s needs and financial circumstances.
• Advises clients regarding 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 cross selling opportunities through client profiling and engages with team members to make referrals.
• Adheres to security measures and ensures regulatory requirements are met (CIP, BSA).
• Handles client requests involving the Bank’s Legal department.
• 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

Customer service

Sales techniques

Educating customers on technology

Written and verbal communication

Interpersonal skills

Education

Associates or Bachelor's degree or high school

5+ years of customer service experience

Job description

Gulf Coast Bank & Trust is hiring a Certified Relationship Banker II to serve as the first point of contact for clients entering the branch. The role involves assessing needs, explaining products, growing relationships, and addressing complaints.

The position requires strong customer service and sales skills, the ability to educate customers on technology, and the capacity to handle multiple branch tasks with accuracy and ongoing follow-up.