Relationship Banker- Fairway (Jenkintown)

Davita Inc.; Jenkintown (PA); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading company in banking seeks a Relationship Banker for their Jenkintown branch. This role is vital for providing excellent customer service and fostering relationships with new and existing clients. The successful candidate will handle transactions, contribute to branch goals, and engage in community activities while leveraging their banking knowledge. Ideal for candidates with strong interpersonal skills and a background in banking or relevant fields.

Qualifications

• Previous banking or relevant work experience preferred.
• Education to at least Associate's degree level preferred.
• Ability to manage multiple responsibilities simultaneously.

Responsibilities

• Perform all teller and platform transactions promptly and accurately.
• Deliver and cross-sell banking products.
• Conduct outbound sales activities to acquire new customers.

Skills

Customer service and sales skills

Knowledge of deposit and loan products

Strong interpersonal and relationship-building skills

Effective selling, cross-selling, and referral skills

Education

Associate's or Bachelor's degree preferred

Tools

Microsoft Office

Core banking systems

Job description

Relationship Banker - Fairway (Jenkintown)

**Job Locations:**
US-PA-Jenkintown

**Job ID:** 2025-1889
**Number of Openings:** 1
**Category:** Retail Network

Overview

As a member of the Retail Banking team, the Relationship Banker provides guidance on banking products and services. The Relationship Banker interfaces with other business lines to refer customers based on their needs. The role requires high energy and the ability to cultivate meaningful relationships with both new and existing customers, using trust, respect, integrity, and transparency to deepen these relationships. The Relationship Banker adds value by assisting clients on the teller line and platform, contributing to the branch's goals, collaborating on sales strategies, and participating in community activities to develop business effectively.

Responsibilities

• Attain comprehensive knowledge of products and services, recognize referral opportunities, and partner with appropriate business lines including mortgage, wealth, cash management, commercial lending, and residential lending.
• Perform all teller and platform transactions promptly, efficiently, and accurately.
• Deliver and cross-sell banking products aligned with customer needs through platform interactions and teller line transitions.
• Assist in achieving branch-specific goals in line with bank initiatives and strategic plans.
• Provide excellent customer service regarding transactions, inquiries, problem resolution, and follow-up, adhering to bank policies.
• Conduct outbound sales activities, including prospecting and calling prospective and existing customers via various channels.
• Maintain confidentiality of customer information in accordance with bank policies.
• Operate required technology effectively.
• Utilize the customer management system consistently to document interactions, send referrals, and update campaigns.

Qualifications

Education and Experience

• Associate's or Bachelor's degree preferred.
• Previous banking or relevant work experience preferred.

Skills and Competencies

• Customer service and sales skills.
• Knowledge of deposit and loan products.
• Ability to manage multiple responsibilities simultaneously.
• Balanced decision-making considering both customer and company interests.
• Strong interpersonal and relationship-building skills.
• Effective selling, cross-selling, and referral skills.
• Proficiency in Microsoft Office and core banking systems.
• Participation in community activities as needed.