Relationship Banker

Support.com; Phoenix (AZ); On-site; USD 40,000 - 65,000; Full time

Job summary

A leading company in retail banking is seeking a Relationship Banker to drive customer engagement and marketing activities at its Phoenix location. This role focuses on providing excellent service, compliance with regulations, and fostering customer relationships to enhance overall banking expertise. The ideal candidate will have a solid foundation in customer service and effective communication skills.

Benefits

Career Growth opportunities

Incentive program based on performance

Paid Time Off (PTO)

Health, Dental, Vision insurance

Tuition Assistance Program for Full Time

Qualifications

• Engagement in proactive marketing activities.
• Mastery of product knowledge.
• Strong customer relationship skills.

Responsibilities

• Conduct marketing activities to uncover customer needs.
• Provide effective customer onboarding and engagement.
• Ensure compliance with operational risk and regulatory standards.

Skills

Customer Service

Communication

Marketing Activities

Education

High School Diploma or equivalent

Tools

CRM Tools

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, all while 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 customer attraction, retention, and expansion.
• Complete assigned daily planning activities.
• Provide effective customer onboarding and engagement by strengthening new customer relationships, introducing 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 and expand the customer base.
• Assist in community outreach events to foster new business relationships.
• Utilize CRM tools effectively.

Operational Risk:

• Ensure compliance with laws, regulations, policies, and procedures.
• Complete necessary compliance training.
• Manage operational and risk activities related to the RB role.
• Adhere to risk assessment and compliance standards.
• Follow policies to control and mitigate losses.

Customer Experience Management:

• Engage in banker readiness by mastering product knowledge.
• Lead banking center activities in the absence of the manager.
• Assess customer needs and add value.
• Educate and fulfill customer requests.
• Resolve complaints effectively.
• Deepen existing relationships.
• Follow customer experience guidelines.
• Complete Comerica Platform Training.
• Provide excellent customer service in all interactions.
• Perform teller transactions as needed.
• Maintain confidentiality and customer trust.

Partnership:

• Enhance collaboration within the banking center.
• Identify opportunities to introduce customers to partners.