What are the responsibilities and job description for the Relationship Banker position at Imagine Staffing Technology, An Imagine Company?
Nature & Scope : Positional Overview
Are you a customer-focused banking professional looking for a rewarding opportunity? Our client is seeking a Relationship Banker for a Direct Hire role where you’ll take the lead in delivering an exceptional customer experience while proactively providing solutions, building relationships, and helping both consumer and small business customers achieve their financial goals. As a key member of their retail branch team, you’ll be the first point of contact for new and existing clients, opening new accounts, assisting with consumer and home equity loan applications, and handling routine teller transactions. If you're passionate about financial services, enjoy working in a dynamic environment, and are ready to make a real impact, we’d love to hear from you!
Role & Responsibility :
Tasks That Will Lead To Your Success
- Acquire and deepen the branch customer base through a variety of proactive sales and service activities.
- Responsible for delivering an exceptional customer experience while assisting customers with opening new accounts, consumer and home equity loan applications, account maintenance, and other customer service inquiries.
- Able to recognize a financial opportunity or customer need and recommend bank products and services.
- Achieves sales and referral goals as assigned by manager.
- Effectively manage a variety of customer needs, identify and resolve complex customer service issues, working knowledge of Treasury Management products and services, provides administrative assistance to Business Lenders and branch customers.
- Manages customer problems and complaints; takes ownership of challenging customer questions and situations, follows up to ensure resolution and customer satisfaction.
- Recognize and protect the bank and its customers from fraud situations.
- Performs all operational transactions accurately this includes daily teller transactions, balancing ATM, and a variety of customer service transactions.
- Supports in the day-to-day operations of the branch, including daily reports, balancing the branch, and completing branch schedules or other tasks as designated by manager.
- Maximizes personal productivity through attention to detail, self-motivation and adaptability to achieve branch and assigned personal goals.
- Ability to build solid relationships with team and business partners by fostering teamwork, partnership and collaboration. Participates in and helps facilitate branch team meetings.
Skills & Experience
Qualifications That Will Help You Thrive
