Relationship Banker

Burke & Herbert Bank; Fredericksburg (CA); On-site; USD 57,308,000 - 63,039,000; Full time

Job summary

Burke & Herbert Bank is seeking a Relationship Banker in Fredericksburg, VA to open accounts, process loan applications, and refer clients to product specialists. The role emphasizes service beyond expectations and strong customer interactions.

Responsibilities include cross-selling services, assisting with online banking and wires, and maintaining sales tracking and client onboarding. Prior retail banking and customer service experience are preferred.

Qualifications

• High School diploma or equivalent required.

Responsibilities

• Open a wide variety of Consumer and Business Bank Accounts including loans and deposits.
• Identify and complete referrals to Mortgage, Investments, Cash Management, Commercial Loans and Insurance.
• Cross-sell bank services and products to clients.
• Assist clients with accounts, including online and mobile services, wire transfers, debit cards, check orders, and overdraft assistance.
• Educate and profile clients using bank systems and maintain client onboarding and retention plans.
• No supervisory responsibilities.

Skills

Sales

Goal oriented

Teamwork

Interpersonal skills

Computer skills

Notary

NMLS

Job description

JOB DESCRIPTION

Summary / Objective

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

• 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.

For Applicants located in Viriginia (VA)

The anticipated salary range for this position is $20.00-$22.00 per hour.

The ranges listed above for Viriginia represent the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.

For Applicants located in Fredericksburg Virginia (VA)

The pay range for this position is $20.00 per hour to $22.00 per hour. Other compensation includes a commission plan and overtime paid at one and one-half times the normal hourly rate for any hours worked in excess of 40 in a work week.

The ranges listed for Virginia represent the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.

Equal Employment Opportunity/M/F/disability/protected veteran status

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.