Relationship Banker

Claremont Savings Bank; Claremont (NH); On-site; USD 20,000 - 29,000; Full time

Benefits offered by this job

Retail Growth Plan

Job summary

Claremont Savings Bank in Claremont, NH is seeking a Relationship Banker who delivers exceptional customer service, greets customers, and supports their banking needs.

You will develop relationships, provide guidance on products, open accounts, and participate in a Saturday rotation. The Retail Growth Plan offers earnings potential tied to skill development.

Qualifications

• Customer service mindset and ability to greet customers
• Ability to process transactions accurately and adhere to policies
• Willingness to participate in Saturday work rotation

Responsibilities

• Deliver outstanding customer service by executing financial transactions in accordance with bank policies and procedures.
• Greet customers and provide a positive experience while assisting with banking needs.
• Open accounts, educate on products, and close loans or process wires as needed.
• Balance cash drawer and reconcile coin counters and ATMs.
• Promote and cross-sell bank products to build customer relationships.

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Relationship Banker

Retail Claremont, NH, US

3 days ago Requisition ID: 1162

Relationship Banker Compensation

Starting pay for a Relationship Banker is $18.00 per hour for candidates with no prior banking experience. Starting pay increases based on years of relevant banking experience.

Claremont Savings Bank also offers a Retail Growth Plan, providing employees with opportunities to increase their earnings as they develop their Teller and Customer Service skills at their own pace. Through hands-on learning, skill development, and successful completion of assessments, employees can advance through the Growth Plan and earn pay increases that go along with annual increases.

General Position Summary and Purpose:

The Relationship Banker or Senior Relationship Banker provides exceptional customer service by making themselves forefront and available at all times in order to effectively assist the customer. The role is responsible for greeting and assisting customers, troubleshooting any problems or concerns, and taking customers to the next level of account management. The Relationship Banker actively seeks to build, retain, and strengthen customer relationships through the Relationship-Oriented Sales Philosophy, and works to become a “trusted advisor” for our customers.

Builds Networks

Customer Focus

Decision Quality

Manages Complexity

Self-Development

Communicates Effectively

Ensures Accountability

Situational Adaptability

Essential Duties and Responsibilities:

Delivers outstanding customer service by executing financial transactions in accordance with bank policies and procedures.

Greets each customer and provides an overall positive customer experience while assisting them with their individual banking needs.

Accurately and efficiently processes customer transactions, while adhering to company policies and ensuring a positive customer experience.

Maintains an accurate and acceptable record of daily cash drawer balance, ensuring all transactions are accounted for and discrepancies are promptly addressed in accordance with company policies.

Ensures the accurate balancing and reconciliation of coin counters, cash recyclers, and ATM’s as assigned, following established procedures to maintain operational efficiency and financial integrity.

Collaborates with coworkers by providing support and assistance as needed, actively helping to solve routine problems and contribute to a productive team environment.

Continuously utilize sales aids and training materials to enhance and maintain in-depth knowledge of existing and new products, ensuring the ability to effectively communicate features and benefits to customers and drive sales performance.

Follows up on documentation and customer requests, ensuring proper documentation and follows compliance guidelines.

Serve as a “trusted advisor” to customers by providing expert guidance, personalized recommendations, and building strong lasting relationships that align with their needs and drive long‑term customer satisfaction and loyalty.

Processes CSB Consumer Loans to include educating the customer on products, making appropriate recommendations and closing the loan. (In person and online applications).

Independently processes domestic and foreign wires while adhering to bank policy and procedures.

Resolves problems independently while knowing when to consult higher authority.

Processes and provides support for advanced products and services including Business/Trust/Estate accounts, Retirement Plans to include IRA’s and HSA’s. Opening/closing safe deposit boxes , etc.

Proactively educates and assists customers with all technology sources and products such as: ATMs, On-line Banking, Bill-Pay, Mobile Banking, and Voice Response Systems.

Opens new accounts and services both new and existing customers by utilizing a variety of methods including in person, electronic, telephone and mail correspondence.

Adheres to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.

Participates in a Saturday work schedule rotation.

Meets assigned company strategic goals including cross‑sells, referrals and sales of products and services.