Relationship Banker II - Beaufort

JOB SUMMARY

Provides an exemplary customer experience to existing and potential customers. Makes product and service recommendations that meets client needs to include referrals to line of business partners. Cross-trained to support teller transactions as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides an exemplary customer experience to new and existing customers.
• Provides client onboarding, servicing and deepens and retains client relationships through consultative sales and use of the Bank’s Client Relationship Management (CRM) system
• Respond to customer inquiries in person, on the telephone and through email and create positive solutions.
• Is knowledgeable of financial services offered by the bank and proactively recommends Bank products and services that will benefit the customer.
• Refers customers to line of business partners
• Opens new personal and business accounts.
• Assists customers with maintenance requests and problem resolution.
• Follows all compliance, security, confidentiality, and internal guidelines within area of responsibility and completes all transactions in accordance with them.
• Assist customers with ancillary products and services including but not limited to debit cards, online banking, direct deposit, safe deposit box, wire transfer, and night depository.
• Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Cross-trained for teller duties and assists in that capacity as needed.
• Perform other duties as assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school graduate or equivalent is required; additional banking or business courses are helpful
• Thorough knowledge of the bank’s products and services
• Understanding of branch operations and security is beneficial
• Two or more years of prior retail banking and/or branch operations experience is strongly preferred
• Proven customer service and problem resolution experience
• Well-developed verbal and written communication skills in addition to a professional image
• Ability to exercise good judgement in a sales and service-oriented environment
• Proficiency with Microsoft Office (Word, Excel, Outlook, etc.); keyboarding and calculating; experience with Jack Henry or other banking systems is helpful.
• Familiarity with banking compliance and deposit regulations
• Sales skills are needed for selling and cross-selling products and services
• Attention to detail and strong organizational skills

AAP/EEO Statement

This statement of policy reaffirms South Atlantic Bank’s policy of equal employment opportunity in employment, compensation, training, transfers, promotions, and all other aspects of employment regardless of race, color, religion, national origin, age, sex, veteran status, physical or mental handicap/disability and to state that we do carry out this policy at South Atlantic Bank. This policy also applies to all company-sponsored activities such as educational programs, tuition aid and social and recreational activities.