Summary The Certified Relationship Banker I 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:
- Sells products and services offered by Gulf Coast Bank to current and new clientele.
- Opens new consumer and business accounts, provides information about various types of services and products offered, answers phones, and greets visitors.
- Provides 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.
