Relationship Banker III - Dennis

Salary Grade: 14R 

SUMMARY: 

In this customer-facing role, the Relationship Banker III 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.  The Relationship Banker III will also serve as a mentor to the staff in the RB I and II roles.

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 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. Fulfills all Banking Center opening and closing activities


9. Introduces and advises on the Bank's deposit  and consumer loan products and services to appropriately meet customer needs in a proactive manner


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


11. Works to develop and maintain a comprehensive knowledge of the Bank’s products and services offered, taking responsibility to request assistance for further development needs, including consumer, business, non-profit, retirement, digital banking, debits 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


15. Responsible for providing overrides and mentoring for RB I and II staff

EDUCATION, CERTIFICATIONS: 

• Bachelor’s degree preferred


• Nationwide Mortgage Licensing System (NMLS) registration  


• Notary Public commission

KNOWLEDGE, SKILLS & ABILITIES:

• Minimum two years banking experience 


• Ability to mentor RB I and RB II team members


• Ability to independently complete transactions and all platform services, including transactions, account opening (business and personal), home equity loans and lines, IRAs, etc.


• Ability to execute more complex account openings and transactions independently, e.g., business accounts


• Demonstrated high level of judgement


• Demonstrated ability to fulfill the Banking Center opening and closing activities


• Proven customer relationship building experience


• Ability to act as Banking Center vault custodian


• 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


• Ability to demonstrate core competencies for Relationship Banker III level

COMPETENCIES:

• Courage


• Technology Savviness/Digital Enthusiast


• Financial Comprehension


• Adaptability and Flexibility


• Sales Aptitude


• Eager and Agile Learner

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