Relationship Banker

Burke & Herbert Bank & Trust; Winchester (VA); On-site; USD 28,000 - 30,000; Full time

Job summary

Burke & Herbert Bank & Trust in Winchester, VA seeks a Relationship Banker to open consumer and business accounts, take loan applications, and refer clients to mortgage, wealth management, and other specialists. This role emphasizes the bank's Service Beyond Expectations program, and involves serving customers with a sales-and-service mindset.

Responsibilities include assisting with online and mobile banking, processing deposits/withdrawals, and cross-selling additional banking products while

Qualifications

• High School diploma or equivalent required.
• Prior retail banking experience preferred.
• Position requires cross-training as a Customer Service Teller and cross-utilization as needed.

Responsibilities

• Open a wide variety of Consumer and Business Bank Accounts including loans and deposits.
• Take loan/line of credit applications and make referrals to product line specialists (e.g., mortgage, wealth management).
• Identify and cross-sell additional bank services and products.
• Assist clients with account maintenance, online and mobile banking, wire transfers, debit cards, and overdraft assistance.
• Educate and profile clients using bank systems and maintain sales tracking and client onboarding.

Skills

Sales oriented

Customer service

Team player

Computer skills

Education

High School diploma or equivalent

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

Full Time Winchester, VA, US

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

• 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.

For Applicants located in Viriginia (VA):

The anticipated salary range for this position is $20.00-$22.00 per hour.

The ranges listed above for Viriginia represent the good‑faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.

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.

Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status