Sr. Relationship Banker
Job
Summary:Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank delivery process and product knowledge to develop customer relationships by performing the following essential duties.
The following essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.
Essential Duties:
Maintain expert level knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
Continually exceeds customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty in accordance with First United Bank standards.
Serve as customers' single point of contact on all First United Bank products and services.
Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
Follow proper procedures accurately and efficiently for all customer-servicing activities performed.
Consistently exceed performance goals and actively participate in all sales campaigns.
Open new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
Processes all consumer lending requests from application/interview to approval/denial accurately and efficiently with all appropriate paperwork and reporting requirements completed according to First United Bank loan policy and regulatory compliance. This includes all First United Bank consumer loan products, with the exception of Home Equity Loans.
Service customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; accepting and process payments for loans and other services.
Issue money orders, Treasurer's checks, and processes coin assessing appropriate fees for all services.
Verify all transactions, places floats as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies.
Maintain branch cash supply, drawer limits, performs cash verifications and vault duties.
Assist with ATM balancing procedures and night deposit procedures daily.
Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.
Retain existing customers and develops new customer relationships.
Participate in outbound calling efforts to increase bank relationships and business opportunities.
Leads by example and serves as a role model for Tellers, Relationship Banker I and II positions.
Master the Primary Purpose and Essential duties of the Tellers, Relationship Banker I and Relationship Banker II positions.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
Summary:Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank delivery process and product knowledge to develop customer relationships by performing the following essential duties.
The following essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.
Essential Duties:
Maintain expert level knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
Continually exceeds customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty in accordance with First United Bank standards.
Serve as customers' single point of contact on all First United Bank products and services.
Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
Follow proper procedures accurately and efficiently for all customer-servicing activities performed.
Consistently exceed performance goals and actively participate in all sales campaigns.
Open new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
Processes all consumer lending requests from application/interview to approval/denial accurately and efficiently with all appropriate paperwork and reporting requirements completed according to First United Bank loan policy and regulatory compliance. This includes all First United Bank consumer loan products, with the exception of Home Equity Loans.
Service customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; accepting and process payments for loans and other services.
Issue money orders, Treasurer's checks, and processes coin assessing appropriate fees for all services.
Verify all transactions, places floats as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies.
Maintain branch cash supply, drawer limits, performs cash verifications and vault duties.
Assist with ATM balancing procedures and night deposit procedures daily.
Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.
Retain existing customers and develops new customer relationships.
Participate in outbound calling efforts to increase bank relationships and business opportunities.
Leads by example and serves as a role model for Tellers, Relationship Banker I and II positions.
Master the Primary Purpose and Essential duties of the Tellers, Relationship Banker I and Relationship Banker II positions.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
