What are the responsibilities and job description for the Banking Relationship Manager position at Tri counties bank?
Banking Relationship Manager
We value long-term relationships with our customers.
You will foster these relationships by providing exceptional customer service, staying informed about customers' financial situations, and recommending tailored solutions.
Main Objectives
- Welcome customers warmly and show appreciation for their business.
- Regularly connect with customers to discuss their financial progress and goals.
- Promote the benefits of our services, products, and partnerships, aligning with customers' objectives.
- Evaluate customer needs and implement suitable solutions.
Addtional Responsibilities
- Maintain precise records of customer engagement and sales achievements.
- Ensure all customer transactions adhere to established standards.
- Remain knowledgeable about bank policies and procedures.
- Comply with governing laws, including Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, and others.
- Support staff development through training and collaboration.
- Lend a hand to colleagues with additional tasks.
