Relationship Banker (Floater)

Arvest Bank; Edmond (OK); On-site; USD 28,000 - 34,000; Full time

Job summary

Arvest Bank seeks a Relationship Banker in Edmond, OK. The role focuses on product sales and exceptional customer service, building new relationships and expanding existing ones by matching customers with appropriate banking solutions. Levels 1–3 offer progression and leadership opportunities.

The position emphasizes training and mentoring, with responsibilities spanning from opening deposits to cross-selling financial services. This is a full-time on-site role at multiple branches.

Qualifications

• High School Diploma or GED required.
• Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
• Demonstrated sales and customer service experience preferred.
• Financial service provider experience preferred.
• College degree preferred.

Responsibilities

• Contribute to achieving branch sales goals through a consultative sales approach.
• Proactively make outbound calls to generate sales.
• Identify opportunities to sell consumer loans and facilitate loan closings.
• Provide excellent customer service and assist with deposits and account servicing.
• Maintain knowledge of products and digital services to better advise customers.
• Support branch promotions and marketing initiatives.
• Understand and comply with bank policies, procedures, and BSA/AML requirements.

Skills

Sales experience

Customer service

Financial services knowledge

Education

High School Diploma or GED

NMLS SAFE Act Registration

College degree preferred

Job description

US:OK:EDMOND | Bank Services/Sales | Full Time

20.00 - 24.95 USD per hour

Description

Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com/careers/benefits .

Position is based at 3900 N Lincoln Blvd, Oklahoma City, OK 73105. However, incumbent will float to branches located in Yukon, Edmond and Northern Oklahoma City.

Position requires flexible availability Monday through Thursday 8:00 AM to 5:30 PM, Friday 8:00 AM to 6:30 PM and rotating Saturdays 8:30 AM to 1:30 PM.

Bilingual English/Spanish speaking applicants are encouraged to apply.

The story of Arvest is one of commitment started by our founders in 1961 with an intense dedication to focusing on our customers. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers and associates first as we continue to fulfill our mission – People helping people find financial solutions for life.

Job Title: Relationship Banker

The Relationship Banker will primarily focus on product sales and exceptional customer service. The associate develops new customer relationships and strengthens existing relationships by ensuring each customer knows and offers appropriate products and services to meet their existing and future financial needs. The Relationship Banker provides expert product advice, clear and concise directions on using self-service banking solutions, transacts business accurately and provides account servicing and problem resolution per established procedures and regulations. The Relationship Banker is a leveled position, beginning with an entry Level 1 and advancing to Level 3. Additionally, with the successful completion of all three Relationship Banker levels, there could be an opportunity to advance into the Relationship Banker 4 leadership position.

Level 1 -- Training:

The primary focus will be training and development while working with a seasoned mentor. Progression to Level 2 is dependent upon the successful completion of all training.

Level 2 – Proficient:

Works independently on routine tasks and with general guidance on complex tasks. Demonstrates superior product knowledge and excellent needs-based selling skills. Upon the recommendation of the Branch Manager or Regional Management and upon demonstrated proficiency in all performance expectations, the associate could advance to Level 3.

Level 3 – Advanced:

Demonstrating independent action and high initiative, the associate resolves problems, develops recommendations and determines the course of action on new tasks. Tasks could range from complex to highly specialized in nature. Additionally, the Level 3 will also serve as a mentor to Level 1 associates.

What You Will Do at Arvest: (Other duties may be assigned.)

• Contribute to achieving branch sales goals through a consultative sales approach with new and existing customers, following the sales process defined in the CFB Retail Sales Playbook. Through discovery conversations, identify and uncover the customer's financial needs and offer appropriate solutions as Arvest strives to provide a seamless, one-stop shopping experience. Refer qualified customers to specialized sales forces.
• Proactively make outbound calls to generate sales to strengthen further the customer relationship and/or begin customer relationships.
• Identify opportunities to sell consumer loans, accept consumer loan applications and facilitate loan closings. You must also work effectively with the centralized underwriting department.
• Deliver consistent, exceptional customer service by acknowledging every customer promptly, smiling and greeting each customer, introducing yourself, using eye contact, and thanking the customer. Acknowledge customer complaints and follow the established complaint process to ensure customer satisfaction.
• Opens and processes simple, moderately, or highly complex deposit accounts.
• Answer and assist customers’ questions and concerns, including, but not limited to, helping customers with deposit risk management and day-to-day banking business.
• Maintains in-depth knowledge of products and services, including digital services and delivery options. Support customer usage of products and services that will provide the services they need in the manner most convenient for them. Maintain in-depth knowledge of competitors’ products, practices, facilities, and prices to sell bank products effectively.
• Participate in branch promotions and marketing initiatives as directed.
• Use sound judgment in applying bank standards, policies, and procedures regarding customers.
• Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to completing compliance training and adhering to internal procedures and controls; reporting any known violations of compliance policy, laws, or regulations; and reporting any suspicious customer and/or account activity.

Supervisory Responsibilities: NA

Responsibilities:

Toolbox for Success:

Level 1:

• High School Diploma or General Education Degree (GED) required.
• Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
• Demonstrated sales and customer service experience preferred.
• Financial service provider experience preferred.
• College degree preferred.

Level 2:

• High School Diploma or General Education Degree (GED) required.
• Achievement of defined competencies of Level 1 required.
• Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.

Level 3:

• High School Diploma or General Education Degree (GED) required.
• Successful achievement of defined competencies of Level 2 or relevant related experience required.
• Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.

Relevant military experience is considered for veterans and transitioning service members.

Physical Demands:

Regular attendance is an essential function of the job. The associate must be able to travel occasionally within the US, possibly overnight. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

We offer competitive compensation, benefits packages, and significant professional growth.

Arvest Bank is committed to providing equal opportunity to all persons regardless of race, color, race-based hairstyles and textures, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis, which now or in the future may be specified by law.