Relationship Banker

Burke & Herbert Bank; Arlington (VA); On-site; USD 71,000 - 130,000; Full time

Job summary

Join a forward-thinking company as a Vice President/Branch Manager, where you'll play a crucial role in delivering exceptional customer service and driving sales. In this dynamic position, you'll manage account openings, assist clients with various banking services, and identify opportunities for cross-selling. Your expertise in retail banking and customer service will be essential in fostering relationships and ensuring client satisfaction. This is an exciting opportunity to make a significant impact in a supportive and collaborative environment, where your contributions will help shape the future of banking in your community.

Qualifications

• Must be comfortable in a sales and service environment.
• Prior retail banking and customer service experience preferred.

Responsibilities

• Open a variety of consumer and business bank accounts.
• Assist clients with account maintenance and services.
• Identify and cross-sell bank services and products.

Skills

Sales Skills

Customer Service

Problem Solving

Interpersonal Skills

Computer Knowledge

Math Skills

Education

High School Diploma

Retail Banking Experience

Customer Service Experience

Tools

Banking Software

Office Equipment

Job description

5 days ago Be among the first 25 applicants

Direct message the job poster from Burke & Herbert Bank

Vice President/Branch Manager at Burke and Herbert Bank

Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank’s “Service Beyond Expectations” Begins with Me promise.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Perform a broad variety of account opening and customer services
• Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits
• Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance
• Ability to identify and cross-sell next bank services and products
• Will need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance
• Must be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products
• When required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals.
• Will be asked to educate and profile clients using bank systems
• Will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention
• Adheres to all policies and procedures of the company
• Follows operational procedures to include security
• Relationship Bankers will make our promise of “Service Beyond Expectations” Begins with Me real and believable by following our defined principles
  
  

Other Duties

• Other duties as assigned.
  
  

Skills/Abilities

• Must be comfortable and confident in a sales and service environment
• Highly goal oriented
• Must be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers
• Must have and exhibit professional manners and exhibit good interpersonal skills
• Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver
• Other services as needed, such as Notary and NMLS registration
  
  

Education And Experience

• High School diploma or equivalent required.
• Prior retail banking experience preferred.
• Prior customer service experience preferred.
• Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office
  
  

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.

Travel

Travel may be required for this position.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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