Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Great employees are essential to maintaining the confidence our customers place in us. FGB believes that our employees are our greatest asset as demonstrated in their professionalism and dedication. We encourage open communication and strive to cultivate an environment in which our employees will contribute new ideas and innovations that will help us excel. As we grow, we want YOU to join our team to help fulfill our mission of serving the banking needs in our local communities.
Our full-time employees are eligible for amazing benefits including medical, dental, vision, and basic life/AD&D insurance, prescription drug benefits, long term disability, and salary continuance (short-term disability). In addition, they get paid holidays, paid vacation and sick leave, a tuition reimbursement program, 401k, section 125 cafeteria plan, and the opportunity to earn FGB stock grants. Apply today to enjoy these benefits and more!
Position Summary
The Relationship Banker position is responsible for delivering excellent customer experiences to current and potential customers. Associates in this position will display effective communication skills and exhibit a good knowledge of the deposit products and services offered, along with the skills necessary to process a variety of financial transactions while operating a teller drawer or cash recycler. This position is also responsible for offering referral opportunities that will result in outcomes that define excellent customer service.
This position processes a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments. In accordance with bank policy and procedures, this position also maintains appropriate level of cash on hand, records all transactions accurately, and is responsible for managing and balancing a cash drawer.
Floater Position (if applicable)
If this is a floater position, the following requirements apply.
Essential Duties and Responsibilities
Minimum Qualifications (Education, Experience, Skills)
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
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