Relationship Banker Trainee

Salary Grade:11R

SUMMARY: 

In this customer-facing role, the Relationship Banker Trainee 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: 

• High school diploma (or G.E.D.) and willingness to pursue higher education


• To complete The College Experience course within 12 months of hire