Senior Relationship Banker: Lead Client Care & Loans

The Cape Cod Five Cents Savings Bank; Orleans (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

The Cape Cod Five Cents Savings Bank in Orleans, MA is seeking a Relationship Banker III to deliver exceptional customer care and assist customers with daily transactions at a full-service Cape Cod 5 Retail Banking Center location.

The role includes mentoring RB I and RB II staff, guiding customers through deposits, loan payments, account openings, and product referrals while upholding bank policies, security standards, and accuracy in every transaction.

Qualifications

• Bachelor's degree preferred; NMLS registration required or preferred.
• Notary Public commission may be required or preferred.
• Minimum two years banking experience and ability to mentor RB I/II staff.

Responsibilities

• Develops rapport with customers and greets them by name, handling inquiries and problem resolution.
• Provide excellent customer care for daily transactions in line with bank policies.
• Process deposits, loan payments, cash verifications, check cashing, and money orders.
• Safeguard customer confidentiality and ensure compliance with laws and procedures.
• Complete learning activities timely and participate in meetings and coaching sessions.
• Perform banking center opening/closing activities and support product referrals.
• Advise on deposits and consumer loan products to meet customer needs proactively.
• Identify opportunities for referrals to other business lines and maintain product knowledge.
• Assist customers with loan applications for home equity and other consumer loans.
• Participate in community groups and events as needed.
• Provide overrides and mentoring for RB I and RB II staff.

Skills

Customer care

Mentoring RB I/II

Banking transactions

Problem solving

Compliance awareness

Communication skills

Education

Bachelor's degree preferred

NMLS registration

Notary Public commission

Tools

Banking software

Job description

The Cape Cod Five Cents Savings Bank in Orleans, MA is seeking a Relationship Banker III to deliver exceptional customer care and assist customers with daily transactions at a full-service Cape Cod 5 Retail Banking Center location.

The role includes mentoring RB I and RB II staff, guiding customers through deposits, loan payments, account openings, and product referrals while upholding bank policies, security standards, and accuracy in every transaction.