Relationship Banker

Burke & Herbert Bank & Trust; Pineville (WV); On-site; USD 38,000 - 48,000; Full time

Job summary

Burke & Herbert Bank & Trust in Pineville, WV, is hiring a Relationship Banker to deliver customer-focused service and drive financial solutions. The role opens consumer and business accounts, processes loan applications, and refers clients to Mortgage, Investments and other lines of business.

The candidate should have a High School diploma, prior retail banking or customer service experience, and strong communication skills to work with clients and colleagues. Travel may be required as needed.

Qualifications

• High School diploma or equivalent required.
• Prior retail banking experience preferred.
• Prior customer service experience preferred.

Responsibilities

• Open a wide variety of Consumer and Business Bank Accounts including loans and deposits.
• Take loan/line of credit applications and referrals to product lines.
• Identify and complete referrals to Mortgage, Investments, Cash Management, Commercial Loans and Insurance.
• Cross-sell next bank services and products.
• Assist clients with accounts, online/mobile services, transfers, overdraft help.
• Handle CDARS/IRA accounts and consumer loan products when required.
• Perform teller duties as needed (deposits, checks, payments).
• Educate and profile clients using bank systems; maintain sales plans and follow-up calls.
• Adhere to policies, procedures and security; support Service Beyond Expectations.

Skills

Sales & service

Goal oriented

Team player

Interpersonal skills

Computer skills

Typing skills

Mathematics

Notary

NMLS registration

Education

High School diploma

Tools

Bank systems

Job description

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

Appalachian Highway, Pineville WV Full Time Pineville, WV, US

3 days ago Requisition ID: 2492

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.

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.