What are the responsibilities and job description for the Certified Relationship Banker (Southshore) position at Gulf Coast Bank and Trust Company?
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Job Type
Full-time
Description
Summary
The Certified Relationship Banker I provides “first line” contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems.
Responsibilities
Skills/Experience/Education
Job Type
Full-time
Description
Summary
The Certified Relationship Banker I provides “first line” contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems.
Responsibilities
- Sells products and services offered by Gulf Coast Bank to current and new clientele.
- Opens new consumer and business accounts, provides information about various types of services and products offered, answers phones, and greets visitors.
- Provides clients with account information, handles maintenance requests, and monitors client accounts for non-branch officers.
- Resolves client problems through direct personal action or referral to proper staff member.
- Identifies and maximizes cross selling opportunities through client profiling and engages with team members and other business partners to make referrals.
- Adheres to security measures and ensures all regulatory requirements are met (i.e. CIP, BSA).
- Handles client requests involving the Bank’s Legal department.
- Orders checks, operates a teller terminal, and assists with balancing the vault and cash verification when needed.
- Cross trains and supports other positions as needed.
- May be assigned to opening and closing the branch and other operational tasks.
- May assist with loan processing and servicing.
- Performs other duties and special projects as needed by Branch Manager or Operations Officer.
- Works branch hours, including some evenings and weekends.
- Maintain CRB skills and knowledge as demonstrated by passing the annual CRB exam.
Skills/Experience/Education
- High school diploma or equivalent.
- Strong desire and ability to educate and connect customers to technology.
- Excellent written and oral communication, customer service, and interpersonal skills.
- Ability to tailor features and benefits of products/services to clients with differing needs.
- Computer skills and ability to operate office equipment (i.e. fax, copier, calculator).
- Professional, confident, thorough and organized with strong follow-up skills.
- Ability to travel if required to perform the essential job functions.
- Ability to work under stress and meet deadlines.
- Ability to read and interpret a document if required to perform the essential job functions.
- Prolonged periods of sitting at a desk and working on a computer may be required.
- Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.