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Relationship Banker
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- Job Details Description Position Title: Relationship Banker Department: RetailPosition Reports to: Branch ManagerPosition Supervises: No Direct Reports Position Summary: A Relationship Banker will delivers exceptional customer experience while proactively providing solutions, building relationships, and helping consumer and small business customers achieve their financial goals.
- The Relationship Banker also provides customer, sales, service and operational support to branch colleagues and partners.
- Drive proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement.
- Establish close working relationships with business partners (Mortgage, Small Business, Commercial, Investment, etc.)
- Ability to meet or exceed performance objectivesExperience fostering and developing strong relationshipsAbility to interact with integrity and professionalism with customers and team membersKnowledge of CSR policies and procedures including various federal regulations includingCompliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including accurate completion of CTR, Monetary Instrument log, and reporting of suspicious activities to supervisor.
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