Relationship Banker II: Client Solutions & Growth

Gulf Coast Bank and Trust Company; Gretna (LA); On-site; USD 40,000 - 60,000; Full time

Job summary

Gulf Coast Bank & Trust Company seeks a Certified Relationship Banker II to serve as the first point of contact for clients entering the branch. You will assess needs, explain products and services, open accounts, and handle maintenance and referrals.

The role emphasizes cross-selling opportunities, regulatory adherence (CIP, BSA), and collaboration with staff to resolve issues. Branch hours may include evenings and weekends.

Qualifications

• Associates or Bachelor’s degree or high school and 5+ years of customer service experience.
• Training in sales techniques and ability to effectively utilize these skills.
• Strong desire and ability to educate and connect customers to 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.
• Computer skills and ability to operate office equipment (i.e. fax, copier, calculator).
• Professional, confident, thorough and organized with strong follow-up skills.

Responsibilities

• Determines which financial products best meet the client’s needs and financial circumstances.
• Advises clients regarding the advantages and disadvantages of different financial products.
• Open new accounts and provide clients with account information, handles maintenance requests, and monitors client accounts for non-branch officers.
• Resolves client problems through direct personal action or referral to proper staff member.
• Identifies and maximizes cross selling opportunities through client profiling and engages with team members and other business partners to make referrals.
• Adheres to security measures and ensures all regulatory requirements are met (i.e. CIP, BSA).
• Handles client requests involving the Bank’s Legal department.
• Orders checks, operates a teller terminal, and assists with balancing the vault and cash verification when needed.
• Cross trains and supports other positions as needed.
• May be assigned to opening and closing the branch and other operational tasks.
• May assist with loan processing and servicing.
• Performs other duties and special projects as needed by Branch Manager or Operations Officer.
• Works branch hours, including some evenings and weekends.
• Maintain CRB skills and knowledge as demonstrated by passing the annual CRB exam.

Skills

Sales techniques

Customer service

Communication skills

Interpersonal skills

Technology education

Office equipment operation

Follow-up skills

Education

Associate degree

Bachelor's degree

High school diploma

Tools

Office equipment (fax, copier, calculator)

Job description

Gulf Coast Bank & Trust Company seeks a Certified Relationship Banker II to serve as the first point of contact for clients entering the branch. You will assess needs, explain products and services, open accounts, and handle maintenance and referrals.

The role emphasizes cross-selling opportunities, regulatory adherence (CIP, BSA), and collaboration with staff to resolve issues. Branch hours may include evenings and weekends.