Relationship Banker: Grow Clients & Serve Needs

Gulf Coast Bank & Trust; Metairie (LA); On-site; USD 32,000 - 52,000; Full time

Job summary

Gulf Coast Bank & Trust in Metairie, LA seeks a Certified Relationship Banker I to be the first contact for clients, assess needs, present banking solutions, and grow relationships. You will handle inquiries, open accounts, and support daily branch operations.

The role emphasizes customer service excellence, cross-selling opportunities, and strict adherence to security and regulatory requirements, including CIP and BSA, with branch hours that include some evenings and weekends.

Qualifications

• High school diploma or equivalent.
• Strong desire to educate customers about technology.
• Excellent written and oral communication, customer service, and interpersonal skills.
• Ability to tailor features and benefits of products/services to clients with differing needs.
• Proficient with office equipment (fax, copier, calculator).
• Professional, organized with strong follow-up skills.

Responsibilities

• Sells products and services offered by Gulf Coast Bank to current and new clientele.
• Opens new consumer and business accounts, provides information about services, answers phones, and greets visitors.
• Provides clients with account information, handles maintenance requests, and monitors client accounts.
• Resolves client problems through direct action or referral to staff.
• Identifies and maximizes cross selling opportunities through client profiling and referrals.
• Adheres to security measures and meets regulatory requirements (CIP, BSA).
• Handles requests involving the Bank’s Legal department.
• Orders checks, operates a teller terminal, and assists with balancing cash when needed.
• Cross trains and supports other positions as needed.
• May be assigned to opening/closing the branch and other operational tasks.
• May assist with loan processing and servicing.
• Performs other duties as needed by Branch Manager or Operations Officer.
• Works branch hours, including some evenings and weekends.
• Maintain CRB skills and knowledge by passing the annual CRB exam.

Skills

Educate customers

Communication skills

Customer service

Interpersonal skills

Tailor product benefits

Tech literacy

Follow-up skills

Teller terminal

Education

High school diploma or equivalent

Tools

Teller terminal

Job description

Gulf Coast Bank & Trust in Metairie, LA seeks a Certified Relationship Banker I to be the first contact for clients, assess needs, present banking solutions, and grow relationships. You will handle inquiries, open accounts, and support daily branch operations.

The role emphasizes customer service excellence, cross-selling opportunities, and strict adherence to security and regulatory requirements, including CIP and BSA, with branch hours that include some evenings and weekends.