Pay Range : $16.00 - $21.72The role of the Relationship Banking AssociateIIis to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal andexternal customers.

This individual will be responsible for the efficient and timely processing of moderatelycomplextransactions and other services accurately in accordance with policy and procedures.

This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will helpfulfill the customer's need(s).

This interaction may be in person orthrough a variety of interactive communicationchannels. Additionally,the Relationship Banking AssociateIIwillserves as a subject matter expert in variousoperationaland technicalsupportfunctions.

Education and Experience :

• High School Diploma or Equivalent
• Minimum one year experience in related banking positions or equivalent sales / customer service experience

Skills and Abilities :

• Enhances the company service level by accepting ownership for accomplishing new and different customer requests.
• In-depth knowledge of bank products and services and the ability to convey product and service functionality through both written and verbal communication.
• Excellent listening & communication skills.
• Ability to approach, identify and have conversations with customers and identify needs and opportunities.
• Organizational, interpersonal and customer relations skills which also includes problem solving and decision making skills.
• Ability to function in a fast paced, ever changing environment.
• In-depth knowledge of various systems including (but not limited to) Aperio, FiServ CWS, Signature UI, Architect Admin Portal, Nautilus, etc.
• This position requires the ability to clarify, research, uncover solutions, resolve issues or escalate unresolved problems.
• Ability to work well with pe

Tasks Performed :

30% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer through various channels.

Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary.

Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads.

Take ownership to analyze and resolve moderately complex customer issues and complaints while delivering a high level of responsiveness.

Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.

30% Processes routine to moderately complex transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and moderately complex transactions in accordance with policy and procedures.

Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing.

Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required.

Will adhere to security measures and controls to minimize any potential losses to the company.

• 30% Provides advanced subject matter expertise and support to branch operations and divisions which may include but are not limited to Message Center, Contact Center calls, payoff letters, online account verification and assisting internal and external customers in troubleshooting hardware / software issues.
• 5% Participates in community events that support efforts with the Community Reinvestment Act CRA.
• 5% Performs other duties as assigned and required.

Physical Requirements :

• Communicate effectively with internal and / or external customers
• Stationary 50% of time
• Move about within or between locations
• Bend, Twist, Crouch, Squat
• Move Objects to Maximum 20 lbs

Last updated : 2024-05-02