Address
Form of workWe are looking for a motivated and highly experienced Relationship Banker with sales experience for a unique position with CFBank! Unlike the traditional Relationship Banker role, this floating position will travel between our Eton, Fairlawn, and Ohio City branches on a regular basis. 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 include, but are not limited to:
Float between 3 offices in our Northern Ohio market on a regular basis to ensure all branches are fully supported.
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.
Primary Objectives:
Beyond the task-related areas of responsibility above, there are also expectations and key objectives of the position for its overall contribution to the organization. The following list is not meant to be exhaustive, but to show expectations of this position in regards to organizational goals and objectives:
Complete tasks efficiently and effectively, while maintaining a willingness to take on additional tasks and develop new skill sets as needed.
Maintain a sense of responsibility and eagerness to work towards organizational goals and objectives.
Interact with co-workers and clients in a way that is professional, positive, and helpful, thus contributing to the overall success of CFBank.
Consistently work towards established organizational goals and objectives, contributing new and creative ideas, recognizing potential problems, and generating solutions.
Achieve agreed-upon quantitative and qualitative goals.
Education and Qualifications
High school diploma or general educational degree (GED) with some banking/finance experience or education preferred.
Strong prior experience in product knowledge and cross-selling performance expected with position
Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements
Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct and the work being performed.
Proficient computer skills are required and the ability to learn various Banking Software programs
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing
Must have excellent organizational skills and the ability to multi-task and to be flexible
Must be available to work all hours of operations
Physical Demands
These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the job. Reasonable accommodation can be made to enable people with disabilities to perform the described essential functions.
The employee is required to talk and hear.
Vision abilities required by this job include close vision.
The employee is often required to sit as well as use their hands and fingers to type, handle or feel.
The employee is occasionally required to stand, walk, reach with arms and hands, and to stoop, kneel, or crouch.
The employee may be asked to carry and/or transport documents, supplies, and other various office materials within reason and as agreed upon.
Work Environment
While performing the responsibilities of the job, these work environment characteristics are representative of the environment the job holder may encounter. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job.
The employee may be asked to leave their normal work environment, including but not limited to traveling to other offices or attending functions and appointments outside the bank.
The employee may be exposed to moving mechanical parts and vehicles.
The noise level in the work environment is usually quiet to moderate.
Conclusion
This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. This job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities, working conditions or company expectations associated with this position.
