Relationship Banker II - Yarmouth

Salary Grade : 13R

SUMMARY:

In this customer-facing role, the Relationship Banker II will provide exceptional customer care to the Bank’s customers assisting them with daily transactions, inquiries, problem resolution and banking transactions 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  bankingPerforms 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. Must comply with all required laws, regulations, policies, and procedures


6. Timely completion of all assigned learning activities


7. Actively participate in banking center meetings and one-on-one coaching sessions


8. Learns to fulfill all banking center opening and closing activities


9. Advises and opens deposit accounts and consumer loan products and services to appropriately meet customer needs in a proactive manner


10. Proficient in determining customers’ existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial Lending, Treasury Management, etc.


11. Works to develop and maintain a comprehensive knowledge of the Bank’s products and services, including consumer, business, non-profit, retirement, digital banking, debit cards, etc.


12. Assists customers in preparing loan applications for home equity products and other consumer loans


13. Participation/volunteerism in community groups and events


14. 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 retail banking experience


• Previous banking experience required, including processing customer transactions, deposit account openings, and platform services to serve a broad range of customer needs, e.g., check orders, debit card issuance, stop payments, debit card/ACH disputes, etc.


• Prior customer relationship building experience


• Must have cyber security awareness to protect the digital environment, the Bank, and customers


• Strong verbal and written communication skills


• Critical thinking, decision making and problem-solving skills


• Ability to demonstrate core competencies for Relationship Banker II level

COMPETENCIES:

• Courage


• Technology Savviness/Digital Enthusiast


• Financial Comprehension


• Adaptability  and Flexibility


• Sales Aptitude


• Eager and Agile Learner

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