What are the responsibilities and job description for the Relationship Banker (Bilingual - Spanish Preferred) position at Bank of Sun Prairie?
Relationship Bankers serve a dual role for personal banking and teller responsibilities. This position sells products and services to existing customers and prospects. Relationship Bankers identify, expand upon and deepen customer relationships through reviewing and recommending appropriate products / services, and making referrals to other business lines. The position provides an exceptional customer experience through a genuine willingness to serve, an ability to articulate features and benefits of our products and services, efficiently and accurately processing of customer transactions, and always keeping our customers' best interest in the forefront. Relationship Bankers adhere to compliance regulations and Bank policies and procedures.
PRIMARY RESPONSIBILITIES
Delivering Exceptional Banking Services :
- Open and close a variety of deposit accounts for both retail and business clients, including checking, savings, money market, CDs, IRAs, and safe deposit boxes.
- Provide excellent service by addressing customer inquiries, resolving account issues, and ensuring transactions are processed accurately.
- Stay informed about our products, features, benefits, and procedures, ensuring customers receive accurate information and a positive experience.
- Identify cross-selling opportunities for credit cards, electronic banking solutions, consumer loans, mortgage loans, and more, enhancing customer relationships.
- Serve as the primary point of contact for customers, ensuring their needs are met and maintaining strong, lasting relationships.
- Proactively engage with customers to uncover their financial needs, convert service opportunities into sales, and nurture those relationships over time.
- Conduct outbound calls and other activities to grow the number of products and services customers use, increasing satisfaction, sales, and revenue.
- Meet and exceed growth and sales expectations, always seeking ways to go above and beyond for customers.
Performing Teller Functions :
SECONDARY RESPONSIBILITIES
SKILLS
