What are the responsibilities and job description for the Relationship Banker position at Burke & Herbert Bank?
Relationship Banker
CLASSIFICATION : Non-exempt
REPORTS TO : Community Bank Manager
DATE : November 20, 2024
JOB DESCRIPTION
Summary / Objective
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
- Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits
- Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance
- Ability to identify and cross-sell next bank services and products
- Will need to be able to 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
- Must be able to assist and open CDARS accounts / transactions, IRA accounts / transactions and consumer loan products
- When required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals.
- Will be asked to educate and profile clients using bank systems
- Will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention
- Adheres to all policies and procedures of the company
- Follows 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
Skills / Abilities
Education and Experience
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 opening cabinets. This position requires bending, stooping or standing as necessary.
Travel
Travel may be required for this position.
Equal Employment Opportunity / M / F / disability / protected veteran status
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.
