Relationship Banker

Burke & Herbert Bank & Trust

Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank’s “Service Beyond Expectations” Begins with Me promise.

Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Perform a broad variety of account opening and customer services
• Open a wide variety of Consumer and Business Bank Accounts including loans and deposits
• Identify and complete referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance
• Identify and cross‑sell next bank services and products
• Assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance
• Assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products
• Perform teller duties when required such as receiving deposits, checks, and payments, and processing withdrawals
• Educate and profile clients using bank systems
• Organize work to include but not limited to complete sales tracking, plans, follow-up client calls, client onboarding and client retention
• Adhere to all policies and procedures of the company
• Follow operational procedures to include security
• Relationship Bankers will make our promise of "Service Beyond Expectations" Begins with Me real and believable by following our defined principles

Other Duties

• Other duties as assigned.

Skills/Abilities

• Comfortable and confident in a sales and service environment
• Highly goal oriented
• Team player and works closely with fellow Relationship Bankers and Customer Service Tellers
• Professional manners and good interpersonal skills
• Computer knowledge, good typing skills, math skills, and a good listener and problem solver
• Other services as needed, such as Notary and NMLS registration

Education and Experience

• High School diploma or equivalent required.
• Prior retail banking experience preferred.
• Prior customer service experience preferred.
• Position requires the employee to be cross‑trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face‑to‑face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.

Travel

Travel may be required for this position.

This position is classified as non‑exempt, and as such it is paid on an hourly basis. The pay range for this position is $20.00 - $22.00 per hour. Other compensation includes overtime paid at one and one-half times the normal hourly rate for any hours worked in excess of 40 in a workweek. Eligible for incentive compensation.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status

This employer is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

PI