Overview
As a Relationship Banker, you will play a crucial role in fostering and maintaining strong relationships with our clients, ensuring their financial needs are met with personalized service. Your primary objective will be to understand each client's unique financial situation and provide tailored banking solutions that enhance their overall banking experience. You will be responsible for identifying opportunities to cross-sell products and services, thereby contributing to the growth of the bank's portfolio. Additionally, you will assist clients with account management, transactions, and inquiries, ensuring a seamless banking experience. Ultimately, your success in this role will be measured by client satisfaction, retention, and the achievement of sales targets.
Minimum Qualifications
High school diploma or equivalent
Previous experience in a customer service or sales role, preferably in the banking industry
Strong communication and interpersonal skills to effectively engage with clients
Preferred Qualifications
Experience with financial products and services, including personal loans
Proficiency in banking software and technology
Responsibilities
Engage with clients to understand their financial needs and provide appropriate banking solutions
Manage client accounts, including opening new accounts, processing transactions, and addressing inquiries
Identify opportunities for cross-selling bank products and services to enhance client relationships
Conduct regular follow-ups with clients to ensure satisfaction and address any concerns
Stay informed about banking regulations and industry trends to provide accurate information to clients
Skills The required skills for this role include strong communication and interpersonal abilities, which are essential for building rapport with clients and understanding their financial needs. Sales skills will be utilized daily to identify opportunities for cross-selling products, ensuring that clients receive comprehensive banking solutions. Problem-solving skills will come into play when addressing client inquiries and resolving issues efficiently. Additionally, familiarity with banking regulations and financial products will enable you to provide accurate and relevant information to clients. Preferred skills, such as proficiency in banking software, will enhance your efficiency in managing client accounts and transactions.
Benefits
Medical Dental and Vision Insurance
Life and AD&D Insurance
Long Term Disability
AirEvac Membership
401k & Company Match
Invest in Company Stock
Discretionary Bonus
Peoples National Bank is an Equal Opportunity Employer.
Compensation details: 22-24 Yearly Salary
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As a Relationship Banker, you will play a crucial role in fostering and maintaining strong relationships with our clients, ensuring their financial needs are met with personalized service. Your primary objective will be to understand each client's unique financial situation and provide tailored banking solutions that enhance their overall banking experience. You will be responsible for identifying opportunities to cross-sell products and services, thereby contributing to the growth of the bank's portfolio. Additionally, you will assist clients with account management, transactions, and inquiries, ensuring a seamless banking experience. Ultimately, your success in this role will be measured by client satisfaction, retention, and the achievement of sales targets.
Minimum Qualifications
High school diploma or equivalent
Previous experience in a customer service or sales role, preferably in the banking industry
Strong communication and interpersonal skills to effectively engage with clients
Preferred Qualifications
Experience with financial products and services, including personal loans
Proficiency in banking software and technology
Responsibilities
Engage with clients to understand their financial needs and provide appropriate banking solutions
Manage client accounts, including opening new accounts, processing transactions, and addressing inquiries
Identify opportunities for cross-selling bank products and services to enhance client relationships
Conduct regular follow-ups with clients to ensure satisfaction and address any concerns
Stay informed about banking regulations and industry trends to provide accurate information to clients
Skills The required skills for this role include strong communication and interpersonal abilities, which are essential for building rapport with clients and understanding their financial needs. Sales skills will be utilized daily to identify opportunities for cross-selling products, ensuring that clients receive comprehensive banking solutions. Problem-solving skills will come into play when addressing client inquiries and resolving issues efficiently. Additionally, familiarity with banking regulations and financial products will enable you to provide accurate and relevant information to clients. Preferred skills, such as proficiency in banking software, will enhance your efficiency in managing client accounts and transactions.
Benefits
Medical Dental and Vision Insurance
Life and AD&D Insurance
Long Term Disability
AirEvac Membership
401k & Company Match
Invest in Company Stock
Discretionary Bonus
Peoples National Bank is an Equal Opportunity Employer.
Compensation details: 22-24 Yearly Salary
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