Banking relationship

Pay Range : $17.60 - $22.06The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers.

This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures.

This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s).

This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required.

Education and Experience :

• High School Diploma or Equivalent
• Minimum one year experience in related banking positions or equivalent sales / customer service experience

Skills and Abilities :

• Excellent listening & communication skills
• Ability to approach, identify and have conversations with customers and identify needs and opportunities
• Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills
• Ability to function in a fast paced, ever-changing environment
• Ability to work well with people as a team
• Proficient computer skills

Tasks Performed :

65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures.

Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing.

Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required.

Will adhere to security measures and controls to minimize any potential losses to the company.

25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer.

Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary.

Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads.

Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.

• 5% Performs other duties as assigned and required.

Physical Requirements :

• Communicate effectively with internal and / or external customers
• Stationary 50% of time
• Move about within or between locations
• Bend, Twist, Crouch, Squat
• Move Objects to Maximum 20 lbs

Last updated : 2024-05-21