Relationship Banker - Client Growth & Service

Burke & Herbert Bank; Alabama; On-site; USD 28,000 - 30,000; Full time

Job summary

Burke & Herbert Bank is seeking a Relationship Banker to open consumer and business accounts, take loan applications, and refer clients to mortgage, investments, or cash management specialists, all while demonstrating our Service Beyond Expectations promise. The role is customer-facing, sales-driven, and requires teamwork and professional interpersonal skills.

Candidates should have a high school diploma or equivalent and prior retail banking or customer service experience; cross-training as a

Qualifications

• Experience in sales and customer service environment.
• Ability to build relationships and cross-sell banking products.
• Strong interpersonal and communication skills.
• Able to use basic computer systems and banking software.

Responsibilities

• Open consumer and business accounts and process deposits/withdrawals.
• Take loan/line of credit applications and follow through.
• Refer clients to Mortgage, Investments, Cash Management, and other lines of business.
• Cross-sell additional bank services to clients and prospects.
• Assist clients with online and mobile banking, transfers, and card services.
• Educate clients on product features and explain terms.

Skills

Sales & Service

Goal oriented

Team player

Interpersonal skills

Computer literacy

Notary & NMLS

Education

High School diploma or equivalent

Job description

Burke & Herbert Bank is seeking a Relationship Banker to open consumer and business accounts, take loan applications, and refer clients to mortgage, investments, or cash management specialists, all while demonstrating our Service Beyond Expectations promise. The role is customer-facing, sales-driven, and requires teamwork and professional interpersonal skills.

Candidates should have a high school diploma or equivalent and prior retail banking or customer service experience; cross-training as a