Relationship Banker II - Beaufort
Relationship Banker II - BeaufortProvides an exemplary customer experience to existing and potential customers. Makes product and service recommendations that meets client needs to include referrals to line of business partners. Cross-trained to support teller transactions as needed.Essential duties and responsibilities include:Provides an exemplary customer experience to new and existing customers.Provides client onboarding, servicing and deepens and retains client relationships through consultative sales and use of the Bank's Client Relationship Management (CRM) systemRespond to customer inquiries in person, on the telephone and through email and create positive solutions.Is knowledgeable of financial services offered by the bank and proactively recommends Bank products and services that will benefit the customer.Refers customers to line of business partnersOpens new personal and business accounts.Assists customers with maintenance requests and problem resolution.Follows all compliance, security, confidentiality, and internal guidelines within area of responsibility and completes all transactions in accordance with them.Assist customers with ancillary products and services including but not limited to debit cards, online banking, direct deposit, safe deposit box, wire transfer, and night depository.Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.Cross-trained for teller duties and assists in that capacity as needed.Perform other duties as assigned.Qualifications include:High school graduate or equivalent is required; additional banking or business courses are helpfulThorough knowledge of the bank's products and servicesUnderstanding of branch operations and security is beneficialTwo or more years of prior retail banking and/or branch operations experience is strongly preferredProven customer service and problem resolution experienceWell-developed verbal and written communication skills in addition to a professional imageAbility to exercise good judgement in a sales and service-oriented environmentProficiency with Microsoft Office (Word, Excel, Outlook, etc.); keyboarding and calculating; experience with Jack Henry or other banking systems is helpful.Familiarity with banking compliance and deposit regulationsSales skills are needed for selling and cross-selling products and servicesAttention to detail and strong organizational skillsAAP/EEO StatementThis statement of policy reaffirms South Atlantic Bank's policy of equal employment opportunity in employment, compensation, training, transfers, promotions, and all other aspects of employment regardless of race, color, religion, national origin, age, sex, veteran status, physical or mental handicap/disability and to state that we do carry out this policy at South Atlantic Bank. This policy also applies to all company-sponsored activities such as educational programs, tuition aid and social and recreational activities.