What are the responsibilities and job description for the Relationship Banker (Full-Time/40 hours week) - June 2026 position at claremont savings?
General Position Summary and Purpose:
The Relationship Banker or Senior Relationship Banker provides exceptional customer service by making themselves forefront and available at all times in order to effectively assist the customer. The role is responsible for greeting and assisting customers, troubleshooting any problems or concerns, and taking customers to the next level of account management. The Relationship Banker actively seeks to build, retain, and strengthen customer relationships through the Relationship-Oriented Sales Philosophy, and works to become a “trusted advisor” for our customers.
Career Competencies:
Builds Networks
Customer Focus
Instills Trust
Resourcefulness
Collaborates
Decision Quality
Manages Complexity
Self-Development
Communicates Effectively
Ensures Accountability
Optimizes Work Processes
Situational Adaptability
Essential Duties and Responsibilities:
Delivers outstanding customer service by executing financial transactions in accordance with bank policies and procedures.
Greets each customer and provides an overall positive customer experience while assisting them with their individual banking needs.
Accurately and efficiently processes customer transactions, while adhering to company policies and ensuring a positive customer experience.
Maintains an accurate and acceptable record of daily cash drawer balance, ensuring all transactions are accounted for and discrepancies are promptly addressed in accordance with company policies.
Ensures the accurate balancing and reconciliation of coin counters, cash recyclers, and ATM’s as assigned, following established procedures to maintain operational efficiency and financial integrity.
Collaborates with coworkers by providing support and assistance as needed, actively helping to solve routine problems and contribute to a productive team environment.
Continuously utilize sales aids and training materials to enhance and maintain in-depth knowledge of existing and new products, ensuring the ability to effectively communicate features and benefits to customers and drive sales performance.
Follows up on documentation and customer requests, ensuring proper documentation and follows compliance guidelines.
Serve as a “trusted advisor” to customers by providing expert guidance, personalized recommendations, and building strong lasting relationships that align with their needs and drive long-term customer satisfaction and loyalty.
Processes CSB Consumer Loans to include educating the customer on products, making appropriate recommendations and closing the loan. (In person and online applications).
Independently processes domestic and foreign wires while adhering to bank policy and procedures.
Resolves problems independently while knowing when to consult higher authority.
Processes and provides support for advanced products and services including Business/Trust/Estate accounts, Retirement Plans to include IRA’s and HSA’s. Opening/closing safe deposit boxes, etc.
Proactively educates and assists customers with all technology sources and products such as: ATMs, On-line Banking, Bill-Pay, Mobile Banking, and Voice Response Systems.
Opens new accounts and services both new and existing customers by utilizing a variety of methods including in person, electronic, telephone and mail correspondence.
Adheres to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
Participates in a Saturday work schedule rotation.
Meets assigned company strategic goals including cross-sells, referrals and sales of products and services.