Relationship Banker

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    Skills

    • Bank Managementunmatched
    • Banking Servicesunmatched
    • Coachingunmatched
    • Community Supportunmatched
    • Cross-Sellingunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Customer Trainingunmatched
    • Financial Analysisunmatched
    • Lead Managementunmatched
    • Loansunmatched
    • Mentoringunmatched
    • Needs Assessmentunmatched
    • Problem Solving Skillsunmatched
    • Quality Metricsunmatched
    • Recyclingunmatched
    • Regulatory Complianceunmatched
    • Regulatory Requirementsunmatched
    • Revenue Growthunmatched
    • Salesunmatched
    • Sales Prospectingunmatched

    Description

    Responsibilities include but are not limited to:

    • Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling.
    • Deliver exceptional customer service in alignment with the bank''s mission, engaging customers with friendly, professional, and solution oriented service.
    • Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs.
    • Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions.
    • Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers.
    • Demonstrates and promotes online and mobile banking capabilities.
    • Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff.
    • Perform all customers'' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines.
    • Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits.
    • Participate in community events and supports CRA initiatives, activities, and programs.
    • Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements.
    • Adhere to the bank''s code of conduct and all policies and procedures.

    Numbers & Facts

    LocationNJ

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