Relationship Banker I - Float

Grade: 12R

SUMMARY:

In this customer-facing role, the Relationship Banker I will provide exceptional customer care to the Bank’s customers assisting them with banking transactions, addressing inquiries and assisting with problem resolution at a full-service Cape Cod 5 Retail Banking Center location.  

ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES: 

1. Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
2. Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures 
3. Performs basic banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance and savings bond redemption
4. Safeguards customer trust by upholding duty of customer confidentiality 
5. Works to develop a comprehensive knowledge of the Bank’s products and services offered, taking responsibility to request assistance for further development needs
6. Must comply with all required laws, regulations, policies, and procedures
7. Timely completion of all assigned learning activities
8. Actively participate in Banking Center meetings and one-on-one coaching sessions
9. Participation/volunteerism in community groups and events
10. Additional duties as assigned

EDUCATION, CERTIFICATIONS: 

• Bachelor’s degree preferred
• Eligible for Nationwide Mortgage Licensing System (NMLS) registration 
• Eligible for Notary Public commission

KNOWLEDGE, SKILLS & ABILITIES:

• Minimum six months’ cash handling experience preferred
• Minimum six months’ customer service experience
• Prior customer relationship building experience
• Cyber security awareness
• Strong verbal and written communication skills
• Critical thinking, decision making and problem-solving skills
• Must have cyber security awareness to protect the digital environment, the Bank, and customers

COMPETENCIES:

• Courage
• Technology Savviness/Digital Enthusiast
• Financial Comprehension
• Adaptability and Flexibility
• Sales Aptitude
• Eager and Agile Learner

WORKING RELATIONSHIPS/CONTACTS:

Existing and potential retail and commercial customers; Banking Center Manager staff; other Bank staff. 

PHYSICAL DEMANDS:

Frequent standing and moving throughout work location. Must also be able to:  lift coin (about 50 lbs.) and carry it between the vault and the teller line; crouch down to about 2 feet off the floor to reach safe deposit boxes; utilize Banking Center equipment such as ATM, check scanner, cash dispenser/recycler, coin counter, coin roller, adding machine, office equipment, and computer.   There is a large amount of repetitive movement of fingers and hands in order to complete forms, type and use the computer terminals. Must be able to relay information to and from customers and other employees verbally and in writing. Ability to obtain information from computer monitor to process transactions. Must be at work, ready to work, within assigned time schedule.

WORKING CONDITIONS: 

Internal -- Work is normally performed in a climate-controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc).  No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings. Position may require standing at a workstation. Frequent interaction with Bank customers.

External -- Some travel to remote Bank locations will be required; this may include some overnight travel, not to exceed 5%. Environmental conditions are regular office and Banking Center locations.