As a Relationship Banker, you will play a key role in
- managing, retaining, and acquiring long-lasting win-win relationships with our customers
- identifying and understanding customers’ long-term financial needs and offering tailored product and services solutions
- leveraging the bank’s latest technology products to meet our customers’ expanding needs
- Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products
- Source and develop loans including but not limited to HELOC, Residential Loan and Commercial Loan
- MLO position only: Comply with annual renewals and all regulations for MLO; understand the interest rates, financing, and calculations to better service potential mortgage customers
- Maintain a thorough knowledge of the bank’s deposit, loan and ancillary products and an understanding of the qualifications required
- Assist customers with financial needs such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange.
- Highly motivated self-starter with a strong work ethic and focus on results with clients’ best interest in mind
- Applies strong critical thinking and problem-solving skills to meet clients’ needs
- Engage and partner with team members and other lines of business to offer most appropriate products to customers based on customers’ need
- Communicates effectively and confidently while engaging with clients
- Able to learn products, services, and technologies quickly and educate customers on conducting banking transactions online, via mobile app and self-service portals
- Expert in using digital resources and technologies to optimize clients’ digital banking experience
- Strong desire and ability to influence, educate, and connect customers to technology
- Perform other duties as assigned
- High school diploma or general education degree (GED) required; Bachelor’s degree preferred
- 2+ years of customer service, teller, sales experience, and MLO experience within the banking and/or financial service industry highly preferred
- Strong working knowledge of branch operations
- Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships, and delivering results
- Professional and thorough, with strong follow-up skills
- Able to adapt to new process and technologies quickly
- Strong familiarity and fluency with branch technology, mobile and online banking platforms
- Strong problem-solving, decision-making, and customer-service skills