Relationship Banker I
- Greeting and welcoming customers courteously, identifying their financial needs and providing excellent service.
- Meeting assigned customer service and sales goals while recommending appropriate solutions and referring to product specialists when necessary.
- Completing customer requests, including account openings, maintenance, and routine transactions such as deposits and withdrawals, check cashing, etc.
- Maintaining and balancing cash drawers, reconciling discrepancies to ensure accuracy.
- Complying with bank operations and security procedures, participating in dual-control functions and maintaining customer traffic surveys.
- Developing and deepening customer relationships by efficiently resolving issues and enhancing knowledge of bank products and services.
- Following all bank security, compliance, and established policies and procedures.
- A high school diploma or equivalent with 1-3 years of related cash handling customer-facing experience. You have enjoyed assisting customers in retail stores, restaurants, etc.
- Exceptional customer service skills. You are a strong communicator who easily engages with people.
- Proven cross-selling experience. You make relevant product recommendations that will benefit the customer.
- A dedication to detail and efficiency. You take pride in delivering accurate and timely work that enhances the customer experience.
- Strong computer and math skills, with a commitment to confidentiality. You utilize technology effectively to streamline processes while safeguarding sensitive information.
- High level of accountability, teamwork, and a growth mindset. You actively seek feedback and collaborate with others to drive continuous improvement in both personal and team performance.
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