Summary:
The Relationship Banker serves as a trusted financial guide and a dynamic customer champion. This dual professional not only deepens customer relationships through exceptional service and personalized financial guidance but also plays a pivotal role in supporting branch operations. As a designated back-up for the Area Manager, this position brings leadership readiness, cross-functional skills, and the flexibility to step into key responsibilities as needed, including teller transactions and operational support.
Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Essential Duties and Responsibilities:
- Relationship Bankers will actively consult with both Consumer and Small Business clients and collect information directly from clients regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking products and services that will best meet clients' financial needs and goal
- Deliver an exceptional client experience by embodying a client-first attitude
- Acquire new relationships through cultivating a strong referral network and outreach efforts
- Discover financial needs and tailor recommendations for products and services that meet those needs; educate clients about banking solutions and digital tools to empower their financial confidence
- Represent FirstBank by participating in Bank and community activities, events and civic organizations; build, expand and maintain business and social networks
- Serve as a reliable back-up to the Area Manager, supporting key branch functions and team leadership during absences
- Assist with teller transactions and branch operations as needed, ensuring smooth daily functionality
- Partner with other department partners to connect clients with expert resources (Financial Advisors, Mortgage Bankers, Relationship Managers, Trust and Wealth Management and other team members)
- Demonstrate strong initiative and product knowledge to present financial options using a consultative approach
- Actively influences and educates clients, fostering growth in digital banking adoption
- Stay agile in learning and applying new services and technologies to enhance client experience.
Education and/or Experience
- High school diploma or GED equivalent
- 4+ years of experience within retail banking with a solid understanding of banking products
- Proven success in building customer relationships and customer service
- Experience adhering to policies, procedures, and regulatory banking requirements
Skills and Abilities
- Exude confidence with clients when sharing product knowledge and solutions
- Demonstrated capability to multitask and support both customer engagement and operational needs
- Ability to work flexible hours and adapt to branch scheduling needs
- Strong interpersonal skills with an ability to connect genuinely with people
- Leadership potential and interest in progressing into branch management roles
- Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information.
- Respectful demeanor toward other associates and managers that promotes a positive and professional work environment.
- Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
