Relationship Banker Floater

Burke & Herbert Bank; Alexandria (VA); On-site; USD 45,000 - 75,000; Full time

Job summary

A leading bank is seeking a Relationship Banker Floater in Alexandria, VA. This role involves opening accounts, providing customer service, and ensuring coverage across branches. Ideal candidates should have a high school diploma, strong sales skills, and prior banking experience. Flexibility in scheduling and travel to various branches is required. This entry-level position aims to uphold the bank's commitment to excellent service.

Qualifications

• Must be comfortable in a sales and service environment.
• Previous retail banking experience preferred.
• Cross-training as a Customer Service Teller required.

Responsibilities

• Open and manage consumer and business bank accounts.
• Educate clients on banking products and services.
• Perform teller duties as needed.

Skills

Sales

Customer Service

Interpersonal Skills

Problem Solving

Education

High School diploma or equivalent

Job description

Join to apply for the Relationship Banker Floater role at Burke & Herbert Bank

2 days ago Be among the first 25 applicants

Join to apply for the Relationship Banker Floater role at Burke & Herbert Bank

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. As a Floater position, employee must be flexible in scheduling and willing to travel from branch to branch as needed. In this important customer-facing role, serve as a demonstration of the Bank’s “Service Beyond Expectations” Begins with Me promise.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must be able and willing to work in any branch in the local footprint in order ensure coverage when other employees are on vacation or positions are vacant for other reasons. Although the schedule is typically made in advance, last minute schedule changes do occur.
• 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.

Work Environment

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 to other branches is required for this position. Employee must provide their own transportation.

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

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

Referrals increase your chances of interviewing at Burke & Herbert Bank by 2x

Get notified about new Relationship Banker jobs in Alexandria, VA.

Part-time Universal Banker (20-hours) Anacostia Washington DC (DeNovo)

Relationship Manager I - Business Banking

Relationship Manager I - Business Banking

Washington, DC $71,500.00-$127,400.00 4 months ago

Citi Commercial Bank - Mid-Corp Relationship Manager, SVP - Business & Professional Services

Falls Church, VA $96,029.08-$189,213.81 6 months ago

Relationship Banker - Washington DC Market

Business Banking SR Relationship Manager

Relationship Banker - Washington DC Market

Relationship Banker - Beacon Mall Financial Center

Relationship Banker - Northern VA Market

Relationship Banker - Washington DC Market

Reston, VA $96,029.08-$160,048.47 2 weeks ago

Relationship Banker - Washington DC Market

Universal Banker - Part Time (20 hrs.) - 1100 G Street

Relationship Banker - DC NoVA Market - Arlington, VA

Relationship Banker - Northern VA Market

Business Banking Relationship Manager- Maryland/Washington, DC

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.