Relationship Banker

Burke & Herbert Bank & Trust; Leesburg (VA); Vor Ort; USD 28.000 - 30.000; Vollzeit

Zusammenfassung

Burke & Herbert Bank & Trust in Leesburg, VA is seeking a Relationship Banker to open Consumer and Business accounts, process loan applications, and refer clients to Mortgage, Investments, and other services. You will assist with online banking, transfers, and account maintenance while delivering the bank's Service Beyond Expectations promise.

The role emphasizes sales and customer service in a team environment, with primary duties at the Leesburg branch and a focus on client relationships and

Qualifikationen

• High School diploma or equivalent required.
• Prior retail banking experience preferred.
• Prior customer service experience preferred.
• Position requires cross-training as a Customer Service Teller and can be cross-utilized based on branch needs.

Aufgaben

• Open a wide variety of Consumer and Business Bank Accounts including loans and deposits.
• Take loan/line of credit applications and refer to product lines when appropriate.
• Identify and refer to Mortgage, Investments, Cash Management, Commercial Loans and Insurance when applicable.
• Assist clients in account maintenance, online and mobile products, wire transfers, debit cards, checks, and overdraft assistance.
• Educate and profile clients using bank systems; organize sales tracking and client onboarding and retention.

Kenntnisse

Sales ability

Customer service

Interpersonal skills

Professional manners

Computer literacy

Ausbildung

High School diploma

Tools

Notary

NMLS registration

Jobbeschreibung

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

Catoctin Circle SE, Leesburg VA Full Time Leesburg, VA, US

2 days ago Requisition ID: 2481

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

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.

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 Virginia (VA):

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

The ranges listed above for Maryland 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.

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.