What are the responsibilities and job description for the Relationship Banker position at CFBank?
Job Details
We are looking for a motivated Relationship Banker with prior sales experience to round out our branch. While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the “front line” staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service.
Major Areas of Responsibility
Major areas of responsibility include, but are not limited to:
- Develop business and generate meaningful growth through inside and outside sales.
- Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients.
- Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed.
- Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements.
- Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements.
- Help to ensure branch compliance, assisting with internal and external audits as needed.
- Comply with internal security policies and procedures and maintain customer confidentiality at all times.
- Adhere to all regulations, policies, and record-keeping requirements.
- Complete all required training related to bank regulations and policies.
- Accept additional tasks and projects as requested to add value for CFBank.
Education and Experience
- High school diploma or general education degree (GED) with at least 2 years of banking/finance experience or education preferred.
- Prior experience in sales required.
