Relationship Banker — Sales, Service & Referrals

Burke & Herbert Bank; Winchester (AR); On-site; USD 57,308,000 - 63,039,000; Full time

Job summary

Burke & Herbert Bank is seeking a Relationship Banker to open consumer and business accounts, take loan applications, and refer clients to mortgage, investments, or cash management specialists. This role emphasizes delivering service beyond expectations and requires comfort in sales while maintaining strong customer service.

You will handle account maintenance, online/mobile support, teller duties when needed, and client onboarding with a focus on retention.

Qualifications

• High School diploma or equivalent required.
• Prior retail banking experience preferred.
• Prior customer service experience preferred.
• Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office

Responsibilities

• Perform a broad variety of account opening and customer services
• Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits
• Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance
• Ability to identify and cross-sell next bank services and products
• Will need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance
• Must be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products
• When required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals.
• Will be asked to educate and profile clients using bank systems
• Will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention
• Adheres to all policies and procedures of the company
• Follows operational procedures to include security
• Relationship Bankers will make our promise of "Service Beyond Expectations" Begins with Me real and believable by following our defined principles

Job description

Burke & Herbert Bank is seeking a Relationship Banker to open consumer and business accounts, take loan applications, and refer clients to mortgage, investments, or cash management specialists. This role emphasizes delivering service beyond expectations and requires comfort in sales while maintaining strong customer service.

You will handle account maintenance, online/mobile support, teller duties when needed, and client onboarding with a focus on retention.