Demo

Relationship Banker

Imagine Staffing Technology
Rochester, NY Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/28/2025

Job Description

Job Description

Job Profile

Job Title : Relationship Banker

Location : Rochester, NY

Hire Type : Direct Hire

Pay Range : $21-$25 / hr

Work Model : Onsite

Recruiter Contact : Amy Dugenske I adugenske@imaginestaffing.net I 716-256-1289

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 D irect H ire 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

  • High school diploma or equivalent.
  • A minimum of two years’ experience in a financial institution or loan office setting.
  • Nationwide Mortgage Licensing System and Registry Identifier (NMLS) will be required .
  • Customer and Personal Service – Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Economics and Accounting— Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • English Language – Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Communication— Excellent interpersonal communication skills, both oral and written.
  • Sales and Marketing— Knowledge of principles and methods for promoting and selling products or services.
  • Clerical— Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records and other office procedures and terminology.
  • Bank Secrecy Act – In the performance of all the respective tasks and duties, employee will maintain knowledge of Bank Secrecy Act regulations and all other regulatory, security and bank policies and procedures.
  • Salary : $21 - $25

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