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Job description
Relationship Banker IIISalary Grade: 14RIn this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Bank's customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at a full-service Cape Cod 5 Retail Banking Center location. The Relationship Banker III will also serve as a mentor to the staff in the RB I and II roles.Essential Job Functions/Responsibilities:Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and proceduresPerforms banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemptionSafeguards customer trust by upholding duty of customer confidentialityMust comply with all required laws, regulations, policies and proceduresTimely completion of all assigned learning activitiesActively participate in Banking Center meetings and one-on-one coaching sessionsFulfills all Banking Center opening and closing activitiesIntroduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive mannerProficient in determining customers' financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial, Cash Management, etc.Works to develop and maintain a comprehensive knowledge of the Bank's products and services offered, taking responsibility to request assistance for further development needs, including consumer, business, non-profit, retirement, digital banking, debits cards, etc.Assists customers in preparing loan applications for home equity products and other consumer loansParticipation/volunteerism in community groups and eventsAdditional duties as assignedResponsible for providing overrides and mentoring for RB I and II staffEducation, Certifications:Bachelor's degree preferredNationwide Mortgage Licensing System (NMLS) registrationNotary Public commissionKnowledge, Skills & Abilities:Minimum two years banking experienceAbility to mentor RB I and RB II team membersAbility to independently complete transactions and all platform services, including transactions, account opening (business and personal), home equity loans and lines, IRAs, etc.Ability to execute more complex account openings and transactions independently, e.g., business accounts,Demonstrated high level of judgementDemonstrated ability to fulfill the Banking Center opening and closing activitiesProven customer relationship building experienceAbility to act as Banking Center vault custodianStrong verbal and written communication skillsCritical thinking, decision making and problem solving skillsMust have cyber security awareness to protect the digital environment, the Bank, and customersAbility to demonstrate core competencies for Relationship Banker III levelCompetencies:CourageTechnology Savviness/Digital EnthusiastFinancial ComprehensionAdaptability and FlexibilitySales AptitudeEager and Agile Learner#ZREqual Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Worksite address
orleans, MA, 02653, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.