Relationship Banking Specialist

Gulf Coast Bank & Trust; Gulfport (MS); On-site; USD 32,000 - 46,000; Full time

Job summary

Gulf Coast Bank & Trust is seeking a Certified Relationship Banker I to serve as the first point of contact for clients in the branch, assess needs, and promote banking products and services. You will open accounts, answer inquiries, and handle maintenance requests while maintaining strong customer relationships.

You will resolve issues, identify cross-sell opportunities, and ensure regulatory compliance (CIP, BSA).

Qualifications

• High school diploma or equivalent.
• 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

• 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 for non-branch officers.
• Resolves client problems through direct action or referral to proper staff member.
• Identifies cross selling opportunities through client profiling and referrals with team members.
• Adheres to security measures and ensures regulatory requirements are met (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.
• 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 by passing annual CRB exam.

Skills

Customer service

Communication

Technology adoption

Detail-oriented

Follow-up

Education

High school diploma

Job description

Gulf Coast Bank & Trust is seeking a Certified Relationship Banker I to serve as the first point of contact for clients in the branch, assess needs, and promote banking products and services. You will open accounts, answer inquiries, and handle maintenance requests while maintaining strong customer relationships.

You will resolve issues, identify cross-sell opportunities, and ensure regulatory compliance (CIP, BSA).