Relationship Banker & Client Growth Partner

Firstar Bank

Sallisaw (OK)

On-site

USD 38,000 - 52,000

Full time

3 days ago
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Job summary

Firstar Bank in Sallisaw, OK is seeking a Relationship Banker to build and retain meaningful customer relationships, open new accounts, and provide friendly, personalized service. You will promote bank products, process routine transactions, and collaborate with other departments to deliver an excellent customer experience.

The role requires staying compliant with regulations, completing annual training, and proactively identifying opportunities to grow the customer base and strengthen financial

Responsibilities

  • Maintain and demonstrate advanced knowledge of current bank products and services to provide accurate guidance to customers.
  • Efficiently and accurately open new accounts per customer requirements.
  • Process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier’s checks, while ensuring regulatory compliance and internal procedures.
  • Establish and maintain member deposit and loan accounts.
  • Perform follow-up activities and outbound calls for new and existing members.
  • Expand and retain new and existing customer relationships.
  • Assess customers banking needs to provide guidance and appropriate products to help build their financial position.
  • Build a thorough profile for each customer and maintain frequent contact to grow relationships.
  • Proactively identify and retain at-risk customers.
  • Partner with other departments to identify sales opportunities and provide awesome customer experience.
  • Provide the highest quality of member service by promptly addressing concerns and escalating when appropriate.
  • Utilize leads and referrals to build a book of business.
  • Answer incoming calls promptly and professionally.
  • Open safe deposit boxes when necessary.
  • Cross train as a Service Banker and act as a backup when needed.
  • Research accounts as necessary.
  • Train less experienced employees.
  • Complete required annual training and stay current with role-related knowledge.
  • Participate in bank and community initiatives to strengthen visibility and commitment to communities served.
  • Perform additional responsibilities as assigned in support of the Bank’s priorities and objectives.

Job description

Firstar Bank in Sallisaw, OK is seeking a Relationship Banker to build and retain meaningful customer relationships, open new accounts, and provide friendly, personalized service. You will promote bank products, process routine transactions, and collaborate with other departments to deliver an excellent customer experience.

The role requires staying compliant with regulations, completing annual training, and proactively identifying opportunities to grow the customer base and strengthen financial

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