What are the responsibilities and job description for the Relationship Banker position at First Hope Bank?
A Relationship Banker is the face of the Bank—providing a top-notch customer experience while supporting the financial goals of clients through thoughtful interactions, providing banking solutions and accurately processing all customer transactions within established guidelines.
Key Responsibilities
- Accurately assist clients with banking transactions and maintain a cash drawer.
- Assist clients with questions (in-person, over telephone) regarding banking and escalate issues as needed.
- Open new business and person accounts and initiate wire transfers.
- Discuss loan options with customers, accept and exam applications and forward to the appropriate business partner.
- Provide clients with services and products to support clients' financial goals and refer to business partners: wealth management, residential lending, consumer lending and commercial lending.
- Coordinate and conduct consumer loan closings.
- Assist with ATM maintenance and cash vault.
- Complete all required logs and compliance activities.
Education & Experience
- High school diploma/GED is required.
- Banking experienced required.
Physical Requirements & Working Conditions
- Lobby/professional office environment with moderate sound.
- Manual dexterity and the ability to lift up to thirty (30) pounds.
- Ability to travel to branches, off-site training, and/or meetings as needed.
Schedule
- Flexible to service clients during banking hours.
EOE v/d