Relationship Banker - Remote

Overview

The Relationship Banker identifies customers' needs through the bank’s retail sales process, providing proactive sales solutions and enhancing customer experience through effective management and outreach.

In Short

• Identify customers' needs and provide sales solutions.
• Manage customer relationships through proactive outreach.
• Conduct customer assessments and profiling for sales opportunities.
• Onboard new customers and maintain existing relationships.
• Schedule and prepare for customer appointments.
• Adhere to compliance and risk management standards.
• Promote the bank's brand and support branch goals.
• Complete internal and external audit requirements.
• Engage in customer servicing interactions.
• Meet registration requirements under the Federal SAFE Act.

Requirements

• High school diploma or equivalent (GED).
• Minimum of 2 years in retail sales, call center, or customer service experience.
• Strong verbal communication and interpersonal skills.
• Ability to demonstrate exceptional customer service.
• Well-organized with time management skills.
• Knowledge of financial services products.
• Proficient in internet user-level technology.
• Ability to communicate tactfully with customers.

Benefits

• Competitive pay and benefits package.
• Paid volunteer time each year.
• Support for professional growth and development.
• Inclusive work environment.
• Commitment to community involvement.