What are the responsibilities and job description for the Relationship Banker position at Peoples National Bank, N.A.?
About the Role:
The Relationship Banker plays a crucial role in fostering and maintaining strong customer relationships within the banking sector. This position is primarily focused on understanding clients' financial needs and providing tailored solutions that enhance their banking experience. The Relationship Banker will be responsible for promoting various banking products and services, ensuring that clients are informed and satisfied with their choices. By effectively managing client portfolios, the Relationship Banker will contribute to the overall growth and profitability of the bank. Ultimately, this role is about building trust and delivering exceptional service to help clients achieve their financial goals.
Minimum Qualifications:
- High school diploma or equivalent; a bachelor's degree in finance, business, or a related field is preferred.
- Previous experience in banking or customer service roles.
- Strong communication and interpersonal skills.
Preferred Qualifications:
- Experience with financial products and services.
- Knowledge of banking regulations and compliance.
- Proficiency in financial software and tools.
Responsibilities:
- Engage with clients to assess their financial needs and provide personalized banking solutions.
- Promote and cross-sell banking products and services, including loans, credit cards, and investment options.
- Manage and maintain client accounts, ensuring accurate records and timely follow-ups.
- Resolve client inquiries and issues promptly, providing exceptional customer service.
- Collaborate with team members to achieve branch goals and enhance overall customer satisfaction.
Skills:
The required skills for this position include strong communication and interpersonal abilities, which are essential for building rapport with clients and understanding their financial needs. Problem-solving skills are also crucial, as the Relationship Banker must address client inquiries and resolve issues effectively. Additionally, a solid understanding of financial products will enable the banker to provide informed recommendations to clients. Preferred skills, such as knowledge of banking regulations, will help ensure compliance and mitigate risks in daily operations. Overall, these skills contribute to creating a positive banking experience and fostering long-term client relationships.
About Company:
Peoples National Bank, a local community bank, serving our customers since 1909. We seek innovative caring, customer-service minded individuals who are looking for personal challenge and growth in position such as sales, technology, finance, administration and management. We are non-traditional thinkers who work hard and care about the people we serve while enjoying a family/team atmosphere.
We offer a generous benefits package, including:
- Competitive Salary
- Medical Dental and Vision Insurance
- Life and AD&D Insurance
- Long Term Disability
- AirEvac Membership
- AFLAC Policies
- Telemedicine
- 401k & Company Match
- Invest in Company Stock
- Discretionary Bonus
Peoples National Bank is an Equal Opportunity Employer.
Compensation details: 18-20 Yearly Salary
