What are the responsibilities and job description for the Certified Relationship Banker (Westbank) position at Gulf Coast Bank and Trust Company?
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Description
Summary
The Certified Relationship Banker II 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
Description
Summary
The Certified Relationship Banker II 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
- Determines which financial products best meet the client’s needs and financial circumstances.
- Advises clients regarding the advantages and disadvantages of different financial products.
- Open new accounts and provide 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
- Associates or Bachelor’s degree or high school and 5 years of customer service experience.
- Training in sales techniques and ability to effectively utilize these skills.
- 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.