Relationship Banker

Support.com; San Antonio (TX); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Relationship Banker to enhance customer experiences and drive revenue growth. In this dynamic role, you'll engage in proactive marketing, provide tailored financial solutions, and ensure compliance with banking standards. You'll be a trusted resource for customers, helping them navigate banking products and services while fostering long-term relationships. Join a forward-thinking firm that values career growth and offers a supportive environment, including comprehensive health benefits and employee assistance programs. This is an exciting opportunity to make a meaningful impact in the banking sector.

Benefits

Career Growth Opportunities

Paid Time Off (PTO)

Health, Dental, Vision Insurance

401k Match

Tuition Assistance Program

Employee Assistance Program

Floating Cultural Holiday

Paid Parental Leave

Employee Stock Purchase Plan

Qualifications

• Strong customer service skills with a focus on relationship building.
• Knowledge of banking products and services is essential.

Responsibilities

• Conduct proactive marketing activities to attract and retain customers.
• Ensure compliance with banking regulations and policies.
• Provide exceptional customer service and resolve complaints.

Skills

Customer Service

Marketing Activities

Financial Wellness Conversations

Compliance Knowledge

Education

High School Diploma

Bachelor's Degree in Finance or Business

Tools

CRM Software

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 will include conducting marketing activities to uncover customer needs, provide 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 of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays.

Position Responsibilities:

Marketing Activities:

• Execute the proactive marketing activities for the attraction, retention, and expansion of customers.
• Complete assigned daily planning activities.
• Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
• Act as a digital ambassador to transition customers to digital solutions.
• Initiate quality financial wellness conversations to add value to customers relationships.
• Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center.
• Assist in community awareness events to increase bank outreach and foster new business relationships.
• Effective utilization of converge for customer relationship management.

Operational Risk:

• Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures.
• Ensure compliance and completion of necessary compliance related training.
• Impact the operational and risk activities and related results for the RB role within the Banking Center.
• Adhere to all Banking Center Risk Assessment and Compliance Standards.
• Control and mitigate losses by following policies and procedures.

Customer Experience Management:

• Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services.
• Lead and oversee banking center activities in the absence of Banking Manager.
• Consistently assess needs and add value to customers and prospects.
• Educate and fulfill customer requests, routine and complex.
• Resolve customer complaints.
• Maintain and add value to deepen existing relationships.
• Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
• Must successfully complete Comerica Platform Training Program.
• Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc.
• Perform routine Teller transactions as needed.
• Maintain customer confidence and protects bank operations by keeping information confidential.

Partnership:

• Consistently impact the efforts that improve Banking Center Collaboration.
• Identify opportunities to add value to customers by introducing them to partners.