Relationship Banker

Bank of Ann Arbor, Inc.; Howell (MI); Hybrid; USD 40,000 - 52,000; Full time

Job summary

Bank of Ann Arbor, Inc. is seeking a branch associate responsible for cultivating long-term client relationships both in person and by phone. You will assess financial needs and offer tailored product solutions or refer clients to internal specialists.

The role emphasizes superior service, accurate record-keeping, and secure handling of funds in daily branch operations. The ideal candidate has at least three years of experience in new accounts or related banking roles, a strong sales

Qualifications

• Three years of experience as a new accounts representative or similar banking role.
• Sales orientation with ability to anticipate needs and sell banking products.
• Proficient computer skills including keyboard, ten-key pad, and access to bank systems.
• Excellent customer service and communication abilities with diverse clients.

Responsibilities

• Build long-term relationships with new and existing clients in-person and by phone.
• Understand client financial needs and address with appropriate product recommendations or referrals.
• Manage branch relationships and deliver high-quality service consistently.
• Support daily branch operations and ensure accurate records and secure handling of all monies.

Skills

Sales orientation

Customer service

Communication skills

Proficient computer skills

Banking product knowledge

Education

Associate's degree or equivalent

Tools

Keyboard skills

Ten-key pad

Bank wide systems

Job description

Description

Responsible for building long-term relationships with new and existing clients in-person and by phone. Work to understand client's financial needs and consultatively address by making appropriate product recommendations or referring the client to an internal financial partner. Manage relationships within the branch and deliver superior quality service in-person or by phone such that client needs are met on a consistent, positive basis. Support all daily operations of the branch, including timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.

Requirements

• Three years previous experience as a new accounts representative or other relevant banking position.


• Sales orientation. Possesses the ability and desire to anticipate customers’ needs to offer and sell the appropriate banking products to customers.


• Proficient computer skills, which includes the ability to use a keyboard, ten-key pad and basic capability to access information contained within bank wide systems.


• Excellent customer service and communication skills, with the ability to interact with a variety of bank clients.


• Associate’s degree or equivalent combination of education and experience.