Summary
The Certified Relationship Banker II provides “first line” contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems.
Responsibilities
- Determines which financial products best meet the client’s needs and financial circumstances.
- Advises clients regarding the advantages and disadvantages of different financial products.
- Open new accounts and provide clients with account information, handles maintenance requests, and monitors client accounts for non-branch officers.
- Resolves client problems through direct personal action or referral to proper staff member.
- Identifies and maximizes cross selling opportunities through client profiling and engages with team members and other business partners to make referrals.
- Adheres to security measures and ensures all regulatory requirements are met (i.e. CIP, BSA).
- Handles client requests involving the Bank’s Legal department.
- Orders checks, operates a teller terminal, and assists with balancing the vault and cash verification when needed.
- Cross trains and supports other positions as needed.
- May be assigned to opening and closing the branch and other operational tasks.
- May assist with loan processing and servicing.
- Performs other duties and special projects as needed by Branch Manager or Operations Officer.
- Works branch hours, including some evenings and weekends.
- Maintain CRB skills and knowledge as demonstrated by passing the annual CRB exam.
