Relationship Banker III - Yarmouth Job South Yarmouth Massachusetts USA,Finance & Banking

Location: South Yarmouth
Description

SUMMARY:

In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Bank's customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at a full-service Cape Cod 5 Retail Banking Center location. The Relationship Banker III will also serve as a mentor to the staff in the RB I and II roles.

ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:

Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)

Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures

Performs banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption

Safeguards customer trust by upholding duty of customer confidentiality

Must comply with all required laws, regulations, policies and procedures

Timely completion of all assigned learning activities

Actively participate in Banking Center meetings and one-on-one coaching sessions

Fulfills all Banking Center opening and closing activities

Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner

Proficient in determining customers' financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial, Cash Management, etc.

Works to develop and maintain a comprehensive knowledge of the Bank's products and services offered, taking responsibility to request assistance for further development needs, including consumer, business, non-profit, retirement, digital banking, debits cards, etc.

Assists customers in preparing loan applications for home equity products and other consumer loans

Participation/volunteerism in community groups and events

Additional duties as assigned

Responsible for providing overrides and mentoring for RB I and II staff

EDUCATION, CERTIFICATIONS:

Bachelor's degree preferred
Nationwide Mortgage Licensing System (NMLS) registration
Notary Public commission

KNOWLEDGE, SKILLS & ABILITIES:

Minimum two years banking experience
Ability to mentor RB I and RB II team members
Ability to independently complete transactions and all platform services, including transactions, account opening (business and personal), home equity loans and lines, IRAs, etc.
Ability to execute more complex account openings and transactions independently, e.g., business accounts,
Demonstrated high level of judgement
Demonstrated ability to fulfill the Banking Center opening and closing activities
Proven customer relationship building experience
Ability to act as Banking Center vault custodian
Strong verbal and written communication skills
Critical thinking, decision making and problem solving skills
Must have cyber security awareness to protect the digital environment, the Bank, and customers
Ability to demonstrate core competencies for Relationship Banker III level

COMPETENCIES:

Courage
Technology Savviness/Digital Enthusiast
Financial Comprehension
Adaptability and Flexibility
Sales Aptitude
Eager and Agile Learner

WORKING RELATIONSHIPS/CONTACTS:

Existing and potential retail and commercial customers;
Banking Center Manager and staff; other Bank staff.

PHYSICAL DEMANDS: Frequent standing and moving throughout work location. Must also be able to: lift coin (about 50 lbs.) and carry it between the vault and the teller line; crouch down to about 2 feet off the floor to reach safe deposit boxes; utilize Banking Center equipment such as ATM, check scanner, cash dispenser/recycler, coin counter, coin roller, adding machine, office equipment, and computer.

There is a large amount of repetitive movement of fingers and hands in order to complete forms, type and use the computer terminals. Must be able to relay information to and from customers and other employees verbally and in writing. Ability to obtain…


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