Relationship Banker: Grow Client Relationships & Solutions

vnbcareers

Fort Myers (FL)

On-site

USD 32,000 - 42,000

Full time

4 days ago
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Job summary

vnbcareers in Fort Myers, FL is seeking a customer-focused banking professional to grow relationships, cross-sell products, and deliver exceptional service.

You will conduct financial needs assessments, open new accounts (checking, savings, CDs, IRAs) and discuss online banking and loans. Strong communication and cash handling skills are required, with a focus on accuracy and compliance.

Qualifications

  • Excellent communication, both verbal and written, with customers.
  • Strong customer service, interpersonal, and problem-solving abilities.
  • Ability to make on-the-spot decisions regarding transactions while managing risk.

Responsibilities

  • Grow existing customer relationships and acquire new ones through sales and cross-selling.
  • Deliver exceptional service aligned with the bank's mission.
  • Open new accounts (checking, savings, CDs, IRAs) and discuss loan products.
  • Educate customers about online and mobile banking options.
  • Assist management in coaching branch staff and overseeing referrals.
  • Handle transactions, balance cash drawer, and operate teller equipment.
  • Maintain compliance with policies and CRA initiatives and report issues to management.

Skills

Excellent verbal and written comm.
Customer service skills
Interpersonal skills
Analytical problem solving
Decision making
Multi-project management
Proficient computer skills
Cash handling
Bank product knowledge

Education

High School Diploma or GED
Associate or Bachelor's degree in accounting/finance/economics

Tools

FIS/IBS

Job description

vnbcareers in Fort Myers, FL is seeking a customer-focused banking professional to grow relationships, cross-sell products, and deliver exceptional service.

You will conduct financial needs assessments, open new accounts (checking, savings, CDs, IRAs) and discuss online banking and loans. Strong communication and cash handling skills are required, with a focus on accuracy and compliance.

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