Relationship Banker: Sales & Service Expert

Burke & Herbert Bank; Alabama; On-site; USD 28,000 - 30,000; Full time

Job summary

Burke & Herbert Bank seeks a customer-focused Relationship Bankerto support account openings, customer service and cross-selling of banking products. The role involves assisting with online/mobile banking, wires, debit cards and deposits, while upholding security and compliance standards.

Candidates should have a high school diploma, prior retail banking or customer service experience, and be capable of cross-training as a Customer Service Teller to meet branch needs.

Qualifications

• Must be comfortable in a sales and service environment.
• Must be highly goal oriented.
• Team collaboration with colleagues and tellers.
• Professional manners and strong interpersonal skills.
• Computer knowledge, typing, math, listening and problem-solving abilities.
• Notary and NMLS registration as needed.

Responsibilities

• Perform a broad variety of account opening and customer services.
• Open Consumer and Business Bank Accounts including loans and deposits.
• Identify and refer to Mortgage, Investments, Cash Management, Commercial Loans and Insurance.
• Identify and cross-sell bank services and products.
• Assist clients with accounts, online/mobile banking, wires, debit cards, checks and overdraft assistance.
• Open CDARS and IRA accounts/transactions and consumer loan products.
• Occasionally perform teller duties: deposits, checks, payments, withdrawals.
• Educate and profile clients using bank systems; organize follow-up and retention.
• Adhere to company policies and security procedures; uphold Service Beyond Expectations.

Skills

Sales & service

Goal oriented

Team player

Interpersonal skills

Computer skills

Typing

Math skills

Active listening

Problem solving

Notary

NMLS registration

Education

High School diploma or equivalent

Job description

Burke & Herbert Bank seeks a customer-focused Relationship Bankerto support account openings, customer service and cross-selling of banking products. The role involves assisting with online/mobile banking, wires, debit cards and deposits, while upholding security and compliance standards.

Candidates should have a high school diploma, prior retail banking or customer service experience, and be capable of cross-training as a Customer Service Teller to meet branch needs.