Relationship Banker

CareerArc; Seven Isles (FL); On-site; USD 35,000 - 52,000; Full time

Job summary

CareerArc in Florida seeks a motivated banking professional to grow existing customer relationships, acquire new customers, and deliver exceptional service. You will educate customers on bank products and cross-sell financial solutions, open accounts, and discuss loans while promoting online and mobile banking.

The role emphasizes professional client interaction, adherence to regulatory requirements, and collaboration with branch staff to maintain service quality and community involvement.

Responsibilities

• Grow existing customer relationships through consistent sales execution and proactive cross-selling.
• Deliver exceptional customer service aligned with the bank's mission, engaging customers professionally.
• Maintain knowledge of bank products and educate customers to cross-sell financial solutions.
• Present a confident, professional demeanor to identify needs and recommend suitable services.
• Meet with customers to assess financial needs, open accounts (checking, savings, CDs, IRAs) and discuss loans.
• Promote online and mobile banking capabilities to customers.
• Meet service quality standards and participate in sales referral processes, coaching branch staff.
• Handle transactions efficiently with cash handling equipment and maintain cash drawer accuracy.
• Serve as Vault Teller, manage currency and coin orders within limits.
• Participate in community events and CRA initiatives, reporting significant matters to management.
• Adhere to conduct codes and bank policies.

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.