Branch Relationship Specialist

Summary

The Branch Relationship Specialist will provide superior banking experience to clients and prospects via telephone, electronic channels and face-to-face interactions. A successful Branch Relationship Specialist will support all lines of business, including Mortgage and Commercial, with Retail services and product assistance. The Branch Relationship Specialist will assist the branch in building a portfolio of clients through trusted relationship banking by consistently conducting fast, easy, and personal banking transactions; by supporting outside sales efforts, and by understanding how each of the Bank’s products may fulfill evolving client needs. This is a unique opportunity for a highly motivated, results-oriented banking professional to build a service model and help to define relationship banking suite of products that will drive additional relationships for the Bank.

Responsibilities:

• Serve as the primary liaison for mortgage and commercial clients, assisting with deposit accounts, home equity loans, and consumer lending.
• Support branch outside sales through lead generation, setting appointments, updating sales documentation, and preparing professional visibility pieces. Generate new business through proactive outreach and targeted marketing campaigns.
• Support the region around a hub branch to include operational, sales, and service assistance and serves as a resource for all VIP clients.
• Conduct all types of banking transactions, including opening and processing new deposit accounts including savings, checking, certificates of deposit and IRAs and new loan accounts including home equity lines, other consumer and business lending loans.
• Represent the bank in a positive, courteous, and professional manner by promptly greeting each client.
• Ensure that efficient, professional, and quality VIP service is delivered through the handling of various financial transactions whether in person or by telephone.
• Resolve client inquiries regarding deposit, loan, and treasury management services.
• Identify opportunities to deepen client relationships through mastery of Bank products, knowledge of client banking needs, and anticipation of clients’ future banking needs.
• Use discretion and ethical approach when conducting all Bank business.
• Assist in training of Mortgage Loan Officers ’s on consumer products.
• Protect all client and bank information confidentially and follow all company policies.
• Understand, communicate, and instill the Company’s mission, vision, and values (Pillars of Success).
• Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
• Working at the worksite during regular business hours and/or assigned hours.
• Other specified duties as assigned.

Compensation & Benefits

The Branch Relationship Specialist position pays a minimum of $25.00 per hour.

Full‐time associates are eligible for our benefits package:

• Medical
• Dental
• Vision
• 401(k) plan
• Company paid life insurance
• Short and Long-term disability insurance
• Company paid vacation, paid leave and holidays

This position will remain open until a qualified applicant is hired.