Relationship Banker

Support.com; Grosse Pointe (MI); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading company in retail banking is seeking a Relationship Banker to enhance customer relationships and drive revenue growth. The role involves executing marketing activities, ensuring compliance, and providing exceptional customer service. Ideal candidates will possess strong customer service skills and a proactive approach to customer engagement.

Benefits

Career Growth

Incentive Program

Paid Time Off

Health, Dental, Vision Insurance

401k Match

Tuition Assistance

Employee Assistance Program

Qualifications

• Strong customer service and marketing skills are essential.
• Experience with CRM tools is beneficial.
• Ability to engage in financial wellness conversations.

Responsibilities

• Conduct marketing activities to attract and retain customers.
• Provide effective customer onboarding and engagement.
• Ensure compliance with operational and risk standards.

Skills

Customer Service

Marketing

CRM Tools

Financial Wellness

Job description

What we can offer you:

• Career Growth -- promotional opportunities
• Incentive program based on performance
• Paid Time Off (PTO)
• Paid Holidays for Full Time/Part Time Employees
• Health, Dental, Vision, 401k match and Life Insurance
• Employee Assistance Program
• Tuition Assistance Program (Full Time)
• Financial Coaching and Benefit Guidance
• Floating Cultural Holiday
• Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
• Retirement Plan
• Employee Stock Purchase Plan

The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities include conducting marketing activities to uncover customer needs, providing solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer-centric experience, maintaining disciplined operational objectives, and striving for excellence in execution. This position supports Banking Centers within the District and may require working occasional Saturdays.

Position Responsibilities:

Marketing Activities:

• Execute proactive marketing activities for the attraction, retention, and expansion of customers.
• Complete assigned daily planning activities.
• Provide effective customer onboarding and engagement by strengthening new customer relationships, introducing customers to Comerica's products and services, addressing questions, and following up promptly.
• Act as a digital ambassador to transition customers to digital solutions.
• Initiate financial wellness conversations to add value to customer relationships.
• Support portfolio management efforts to retain, expand, and increase the number of portfolio customers.
• Assist in community awareness events to increase outreach and foster new business relationships.
• Utilize CRM tools effectively for customer relationship management.

Operational Risk:

• Ensure compliance with applicable laws, regulations, policies, and procedures.
• Complete necessary compliance training.
• Impact operational and risk activities within the Banking Center.
• Adhere to risk assessment and compliance standards.
• Follow policies to control and mitigate losses.

Customer Experience Management:

• Engage in Banker Readiness by gaining in-depth knowledge of products and services.
• Lead activities in the absence of the Banking Manager.
• Assess customer needs and add value accordingly.
• Educate customers and fulfill requests, routine and complex.
• Resolve customer complaints effectively.
• Maintain and deepen customer relationships.
• Follow customer experience guidelines and incorporate feedback.
• Complete Comerica Platform Training Program successfully.
• Provide exceptional customer service in all interactions.
• Perform routine Teller transactions as needed.
• Maintain confidentiality and protect bank operations.

Partnership:

• Enhance collaboration within the Banking Center.
• Identify opportunities to introduce customers to partners and add value.