Relationship Manager - Sales manages personal banking staff and daily operations to ensure customer satisfaction and develop client relationships. Focuses teams on identifying customer needs and maintaining up-to-date knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Relationship Manager - Sales ensures efficient processing of basic branch service transactions and accurate referrals to enable customers to access the right resource to facilitate other banking requests easily. Develops processes that enable staff to provide rapid research and solutions to account issues, answers to customer inquiries, and effective education and training on banking self-service technology. Additionally, Relationship Manager - Sales requires a bachelor's degree. Typically reports to a director. The Relationship Manager - Sales supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Relationship Manager - Sales typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Summary: As the front line customer ambassador for INB, the Relationship Banker is crossed trained to provide a World-Class experience for customer. This position will have a thorough understanding of the customer’s transaction requirements and be able to effectively communicate all available options to them. They will educate customers about INB’s financial product options and refer or sell the appropriate products and services matching the customer’s needs. Participate in the daily operations of the branch, which could include, assisting customers with account openings, account management and other financial service needs and maintenance. They provide timely and efficient completion of customer transactions while maintaining accurate records and thorough handling of all monies assigned. Also, proactively participates in the sales/quality referral process of the branch as directed by management.
Supervisory Responsibilities:
This job has no supervisory responsibilities.
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High school diploma or equivalent required; Previous banking or teller experience or customer contact/cross-sell position preferred.
Requires ability to communicate effectively and clearly (both written and verbally); Ability to read, write and comprehend simple instructions, short correspondence, and memos.
Mathematical Skills
Requires ability to perform basic mathematical calculations; add, subtract, multiply, and divide. Ability to accurately count and process large sums of cash.
Reasoning Ability
Requires ability to use good judgement in making routine and complex decisions; Must have excellent customer service skills with the ability to sell products and Services; Must be goal oriented and able to achieve individual goals as well as work as a team player to achieve departmental and/or Bank goals; Flexibility is necessary with the ability to adapt in an ever changing environment.
Computer Skills
To perform this job successfully, an individual must be proficient in all Microsoft Office programs, with an ability to quickly learn other bank related programs
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is required to regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.
ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
INB is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here:
https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf
From: INB
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