The position of Relationship Banker reports to the Branch Manager. You will develop new and existing business and consumer banking relationships by actively sourcing new business from prospective clients and by contacting existing clients to retain and expand banking relationships, to meet or exceed assigned goals. This position is a unionized position through the Communication Workers of America. ESSENTIAL DUTIESSales and Networking You will grow new business by sourcing and researching prospects, organizations, and centers of influence; expand existing business by identifying clients to contact, planning and executing business development activities consisting of calling on existing and potential clients, both in person and by phone.You will actively assess clients' financial information by completing a Needs Assessment to determine their current and future financial needs. Summarize and discuss the opportunities uncovered, recommend, present and offer appropriate bank products and services.Coach and collaborate with Customer Service Representatives to identify referral opportunities on products, programs, and serviceDeliver an extraordinary clients experience based on the process and protocols established by the Branch and Retail BankingReviews new and existing customer-related daily reports such as the closed account report, new account report, CD maturity report, and the CD projected maturity report monthlyProactively assess customers financial information by completing a Needs Assessment to determine total current and future financial needsRecommends, present and sell appropriate products and services identified through the Needs Assessment processRefers customer as necessary to the Senior Relationship Banker, Branch Manager, or appropriate department to cross-sell corresponding services or productsOperationsIf it becomes necessary to conduct Teller transactions, ensure operational procedures are being followed, maintain the cash drawer within prescribed limits, and meet cash balancing requirements. Leverage transactions to identify Cross sell, new customer acquisition, and Referral opportunities.If it becomes necessary, provide back-up or coverage for critical operational tasks and activitiesOpens new safe deposit boxes for customer (if applicable)Exemplify and deliver the Bank’s mission, vision, values, goals, and culture through your personal behavior, decision making, and value provided to customers.Responsible for adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentialityEnsure customer information meets all bank and regulatory documentationEnsures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilitiesCompletes all online compliance training as assigned within specified due dates.Basic QualificationsHigh School diploma or equivalent work-related experienceThree (3) or more years of experience or commensurate training in retail activities, including sales and cash handlingMust possess positive and professional customer service and sales skillsStrong computer skills, specifically in Microsoft Windows environmentEffective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employeesGood organizational and time management skillsAbility to work with general supervision while performing duties Preferred Skills/ExperienceExperience and knowledge in management and branch operationsKnowledge of related state and federal banking compliance regulations and other Bank operational policiesAbility to deal with routine problem involving multiple facets and variables in standardized situationsMust exercise accuracy, alertness, good judgment, initiative, courtesy, tact and patience in dealing with customers, both internal and external, as well as vendors/suppliers used by the BankThorough knowledge of all retails products and servicesProven customer services, interpersonal, and relationship building skillsEffective selling, cross-selling and referral skillsStrong mathematical, problem-solving and negotiation skillsAbility to analyze customer credit data and other related financial informationPrevious experience in a financial sales representative-oriented roleCurrent Driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities