Relationship Manager (CSR)

RESOURCE BANK

Relationship Manager

Position Summary:

This position reports to the Branch Manager, Assistant Branch Manager, or Chief Retail Banking Officer. This position is responsible for assisting customers desiring to open bank accounts, explaining banking services available to prospective customers and assisting them in preparing application forms.

Essential Functions:

• Inform customers of procedures for applying for services such as ATM or debit cards, direct deposit of checks and certificates of deposit.
• Obtain customer information needed for opening accounts or renting safe-deposit boxes.
• Answer customers' questions, and explain available services such as deposit accounts, Online banking, mobile banking, etc.
• Refer customers to appropriate bank personnel to meet their financial needs.
• Compile information about new accounts, enter account information into computers, and file related forms or other documents.
• Investigate and refer errors to appropriate bank personnel.
• Perform Personal Banker duties as needed.
• Assist in teller/vault audits when needed.
• All other duties assigned.
  
  

Skills:

• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Speaking - Talking to others to convey information effectively.
• Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
• Mathematics - Using mathematics to solve problems.
• Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
  
  

Attributes:

• Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
• Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
• Speech Clarity - The ability to speak clearly so others can understand you.
• Speech Recognition - The ability to identify and understand the speech of another person.
• Near Vision - The ability to see details at close range (within a few feet of the observer).
• Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
  
  

Experience and Education:

High School Diploma (or GED or High School Equivalence Certificate); 5 years of banking (branch) experience, with at least 2 years of Relationship Manager (CSR) related experience.

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