Relationship Banker

CareerArc; North Brunswick Township (NJ); On-site; USD 32,000 - 46,000; Full time

Job summary

CareerArc is seeking a full-time bank teller in North Brunswick, NJ. You will focus on growing existing customer relationships and acquiring new ones through proactive sales, service excellence, and cross-selling, while handling routine transactions with accuracy.

You will open new accounts (checking, savings, CDs, and IRAs), promote online and mobile banking, and ensure compliance with bank policies. The role also involves supporting branch staff and participating in community events to deliver

Responsibilities

• Grow existing customer relationships and acquire new ones through sales execution, lead management, and proactive cross selling.
• Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service.
• Maintain knowledge of bank products and educate customers while cross-selling to meet financial needs.
• Present a confident and professional demeanor to establish trust, access customer needs, and recommend financial solutions.
• Meet with customers to conduct financial needs assessments, maximize sales opportunities, open accounts (checking, savings, CDs, IRAs) and discuss/sell loan products.
• Demonstrate and promote online and mobile banking capabilities.
• Meet service quality standards and participate in the sales referral process, assisting management in coaching branch staff.
• Perform transactions with accuracy using cash drawers and tellers equipment, balance cash, and manage currency/coin orders.
• Serve as Vault Teller ensuring adequate branch cash levels and distribution to tellers.
• Participate in community events and CRA initiatives.
• Report significant matters and unusual customer activity while maintaining compliance with regulations.
• Adhere to the bank's code of conduct and all policies and procedures.

Job description

Responsibilities include but are not limited to:

• Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling.
• Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service.
• Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs.
• Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions.
• Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers.
• Demonstrates and promotes online and mobile banking capabilities.
• Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff.
• Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines.
• Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits.
• Participate in community events and supports CRA initiatives, activities, and programs.
• Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements.
• Adhere to the bank's code of conduct and all policies and procedures.