Relationship Banker
The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met.
This individual will be responsible for the efficient and timely processing of moderate to complex transactions and other services accurately in accordance with policy and procedures.
They will also be responsible for the accurate and efficient opening and processing of all new deposit account types and consumer lending transactions.
The Relationship Banker will educate customers and refer & cross-sell the appropriate products and services that meet the customer's needs.
This interaction may be in person or over the telephone.
Education and
Experience:
High School Diploma or Equivalent Minimum one year experience in related banking positionspreferred Previous customer service, sales and consumer lending experience preferred Skills and Abilities:
Proficient reading, writing, communication and mathematical skills Basic knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports Ability to identify and analyze situations and/or information using certain criteria and being able to resolve issues and problems Ability to approach, identify, and have in-depth conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Unique Job Characteristics and Requirements:
Gain a full knowledge of consumer lending in preparation for NMLS Certification under the terms of the S.
A.
F.
E.
Act of 2008 and become familiar with requirements for approval.
(Ability to obtain NMLS Certification is preferred but not required) Recommended Skills Banking Services Calculations Communication Customer Relationship Management Customer Service Decision Making Estimated Salary: $20 to $28 per hour based on qualifications.
This individual will be responsible for the efficient and timely processing of moderate to complex transactions and other services accurately in accordance with policy and procedures.
They will also be responsible for the accurate and efficient opening and processing of all new deposit account types and consumer lending transactions.
The Relationship Banker will educate customers and refer & cross-sell the appropriate products and services that meet the customer's needs.
This interaction may be in person or over the telephone.
Education and
Experience:
High School Diploma or Equivalent Minimum one year experience in related banking positionspreferred Previous customer service, sales and consumer lending experience preferred Skills and Abilities:
Proficient reading, writing, communication and mathematical skills Basic knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports Ability to identify and analyze situations and/or information using certain criteria and being able to resolve issues and problems Ability to approach, identify, and have in-depth conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Unique Job Characteristics and Requirements:
Gain a full knowledge of consumer lending in preparation for NMLS Certification under the terms of the S.
A.
F.
E.
Act of 2008 and become familiar with requirements for approval.
(Ability to obtain NMLS Certification is preferred but not required) Recommended Skills Banking Services Calculations Communication Customer Relationship Management Customer Service Decision Making Estimated Salary: $20 to $28 per hour based on qualifications.
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