Relationship Banker Ii

Position Summary

Relationship Banker II demonstrates a broad understanding of deposit and consumer loan products and services and can perform various duties related to accurately and efficiently processing customer data and account opening. Builds customer relationships with an emphasis on financial education, through knowledge and understanding of Bank products and services. Adheres to established Bank policies and procedures.

Essential Job Functions/Responsibilities

The essential functions include, but are not limited to the following:

• Responsible for opening/closing, running the branch in the absence of the Assistant Branch Manager and/or Branch Manager.
• Greets and welcomes customers in a courteous and professional manner.
• Identifies the financial needs of each customer served.
• Achieves all assigned customer service and sales goals.
• Recommends appropriate solutions to meet customer needs and provides excellent customer service. When needed consults with and/or makes referrals to product specialists who can assist in meeting specific customer needs such as wealth management, IRA, commercial lending, etc.
• Completes all customer requests including, but not limited to, account openings and account maintenance.
• Performs routine bank transactions including, but not limited to, deposits, withdrawals, check cashing, loan payments, maintaining logs, etc.
• Maintains and balances cash drawers and reconciling discrepancies.
• Complies with Bank operations and security procedures by participating in all dual-control functions, maintaining customer traffic surveys, auditing other Relationship Banker’s currency, and assisting in certification of proof.
• Participates in the branch’s operational tasks including, but not limited to, audits, reconciliations, cash settlements, ATMs, cash recyclers, month reporting, testing, etc.
• Develops and deepens customer relationships by taking ownership to resolve customer issues efficiently.
• Enhances knowledge of the Bank’s products and services to promote opportunities to introduce the customer to all options available.
• Follows all bank security and compliance policies and procedures.
• Assists with transactional supervision and training of Banker and Relationship Banker I positions.

Supervisory Responsibilities

Responsible for transactional supervision of Banker line.

Minimum Qualifications (Education/Knowledge, Skills, & Abilities)

• High school diploma or equivalent.
• 3-5 years of related experience.
• Successful completion the Relationship Banker I training.
• Exceptional customer service skills.
• Strong computer and math skills.
• Strong communication, interpersonal, and sales skills.
• Ability to maintain high level of confidentiality.
• Ability to be detail oriented, efficient, and produce accurate work.
• High level of accountability, growth mindset, and teamwork/collaboration.
• Must be able to work rotating schedule of Monday through Saturday.

Physical Demands

This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one’s workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds.

Work Environment

This job operates in a bank branch office. It is a professional environment.

Note

The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace.

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