Senior Relationship Banker

Senior Relationship Banker

Warwick, RI $38,250.00-$59,000.00 2 days ago

The Senior Relationship Banker is a sales-solution, service, and transaction provider for all consumer and business customers. Senior Relationship Bankers are responsible for identifying customer needs and opportunities while deepening relationships by recommending appropriate sales and service solutions. The Senior Relationship Banker ensures an excellent customer experience by creating positive customer relationships while effectively communicating a clear understanding of Bank Newport’s products and services.

Senior Relationship Bankers should have the ability to identify opportunities for solution referrals to other partners/departments. Senior Relationship Bankers will engage in sales and solution activities which supports Bank strategy. The Senior Relationship Banker will exhibit leadership behaviors including but not limited to coaching Associate and Relationship Bankers and provide support to the Branch Sales Manager and Branch Operations Manager as needed.

• Demonstrates superior sales skills by identifying customer needs through discovery to provide solutions to meet customer needs and/or refer customers to business partners. Cross-sell bank products to new and existing customers, using the established sales standards and routines. Transitions customer service transactions to relationship building results through discovery process to meet established sales goals.
• Maintain full proficiency in cash handling transactions by performing transactions accurately and in a timely manner. Accurately process transactions within balancing guidelines.
• Markets a full range of consumer and small business banking services to existing customers and prospects.
• Meet or exceeds individual and branch sales goals by maximizing each customer interaction through proactive prospecting activities such as lobby leadership, outbound calling, branch marketing events and community activities. Fully understands and participates in PEAK Incentive Plan.
• Subject matter expert for consumer & small business accounts. Originates loan applications, processes and closes loans. Performs maintenance changes to existing accounts, answers customer questions and resolves account related problems.
• Provides exceptional internal & external customer service.
• Demonstrates ownership of any customer problem or request, following up to ensure effective resolution and customer satisfaction, including escalated and complex customer problems.
• Maintains proficiency and knowledge of various bank channels and services such as ATM functionality, e-Banking products/services including mobile banking, bill pay and other services. Ensures customers are aware of and know how to use the various channels.
• Adhere to all bank policies and procedures, audit, regulatory and security guidelines.
• Processes and settles ATM work or Vault cash as needed.
• Assists the Branch Operations Manager as needed and acts as a mentor and trainer for other Relationship Bankers within the office.
• Open and close retail branch by performing routine functions in preparation for the start or end of the day’s activities including ATM balancing and servicing the night depository.
• Supervise, coach and guide Relationship Bankers to provide excellent customer service and identify sales opportunities. Provides supervisory overrides to branch bankers.
• Perform quarterly audits.
• Must attend and successfully complete trainings related to position.
• If selected, candidates must meet and follow all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and acquiring a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS).
• Actively participates in outbound call efforts, including calling nights.
• Senior Relationship Banker will be responsible for fulfilling the Lobby Leader role. The objective of this role is to create an extraordinary experience for customers each time they enter the branch. Activities include:
  • Creating a warm experience for customers by welcoming them Bank Newport.
  • Introducing self, ask for customer’s…