Relationship Banker - Remote

Overview

The Relationship Banker identifies customers' needs through the bank’s retail sales process to provide proactive sales solutions and enhance the customer experience.

In Short

• Identify customer needs and provide sales solutions.
• Manage customer relationships and service interactions.
• Conduct customer outreach via calls and emails.
• Onboard new customers and schedule appointments.
• Perform customer servicing interactions and adhere to compliance standards.
• Prepare for customer meetings with pre-call plans.
• Maintain knowledge of financial products and services.
• Work cooperatively with internal partners.
• Meet registration requirements under the Federal SAFE Act.
• Complete other related duties as assigned.

Requirements

• High school diploma or equivalent (GED).
• Minimum of 2 years in retail sales or customer service.
• Strong verbal communication skills.
• Proven customer service abilities.
• Well-organized with time management skills.
• Knowledge of financial services products.
• Ability to communicate with tact and diplomacy.
• Proficient with internet user-level technology.
• Associates degree preferred.
• Bilingual based on branch needs preferred.

Benefits

• Competitive salary and pay for employees.
• Medical benefits.
• Retirement plans.
• Paid volunteer time each year.
• Support for growth and development of team members.