Relationship Banker III
In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Banks customers assisting them with daily transactions, inquiries, problem resolution & 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 & II roles. Essential Job Functions/Responsibilities: Develops rapport with customers, greeting customers by name, understand account ownership types & authority, being responsive & timely with correspondence & problem resolution, while display a caring attitude (GUEST philosophy) Provide excellent customer care to customers relative to daily transactions, addressing inquiries, & problem resolution, in accordance with Bank policies & procedures Performs banking transactions including: processing deposits & loan payments, verifying cash & endorsements, check cashing, money orders & treasurers check issuance & savings bond redemption Safeguards customer trust by upholding duty of customer confidentiality Must comply with all required laws, regulations, policies & procedures Timely completion of all assigned learning activities Actively participate in Banking Center meetings & one-on-one coaching sessions Fulfills all Banking Center opening & closing activities Introduces & advises on the Banks deposit & consumer loan products & services to appropriately meet customer needs in a proactive manner Proficient in determining customers financial needs & identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial, Cash Management, etc. Works to develop & maintain a comprehensive knowledge of the Banks products & services offered, taking responsibility to request assistance for further development needs, including consumer, business, non-profit, retirement, digital banking, debits cards, etc. Assists customers in preparing loan applications for home equity products & other consumer loans Participation/volunteerism in community groups & events Additional duties as assigned Responsible for providing overrides & mentoring for RB I & II staff Education, Certifications: Bachelors degree preferred Nationwide Mortgage Licensing System (NMLS) registration Notary Public commission Knowledge, Skills & Abilities: Minimum two years banking experience Ability to mentor RB I & RB II team members Ability to independently complete transactions & all platform services, including transactions, account opening (business & personal), home equity loans & lines, IRAs, etc. Ability to execute more complex account openings & transactions independently, e.g., business accounts Demonstrated high level of judgement Demonstrated ability to fulfill the Banking Center opening & closing activities Proven customer relationship building experience Ability to act as Banking Center vault custodian Strong verbal & written communication skills Critical thinking, decision making & problem-solving skills Must have cyber security awareness to protect the digital environment, the Bank, & customers Ability to demonstrate core competencies for Relationship Banker III level Competencies: Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability & Flexibility Sales Aptitude Eager & Agile Learner
In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Banks customers assisting them with daily transactions, inquiries, problem resolution & 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 & II roles. Essential Job Functions/Responsibilities: Develops rapport with customers, greeting customers by name, understand account ownership types & authority, being responsive & timely with correspondence & problem resolution, while display a caring attitude (GUEST philosophy) Provide excellent customer care to customers relative to daily transactions, addressing inquiries, & problem resolution, in accordance with Bank policies & procedures Performs banking transactions including: processing deposits & loan payments, verifying cash & endorsements, check cashing, money orders & treasurers check issuance & savings bond redemption Safeguards customer trust by upholding duty of customer confidentiality Must comply with all required laws, regulations, policies & procedures Timely completion of all assigned learning activities Actively participate in Banking Center meetings & one-on-one coaching sessions Fulfills all Banking Center opening & closing activities Introduces & advises on the Banks deposit & consumer loan products & services to appropriately meet customer needs in a proactive manner Proficient in determining customers financial needs & identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial, Cash Management, etc. Works to develop & maintain a comprehensive knowledge of the Banks products & services offered, taking responsibility to request assistance for further development needs, including consumer, business, non-profit, retirement, digital banking, debits cards, etc. Assists customers in preparing loan applications for home equity products & other consumer loans Participation/volunteerism in community groups & events Additional duties as assigned Responsible for providing overrides & mentoring for RB I & II staff Education, Certifications: Bachelors degree preferred Nationwide Mortgage Licensing System (NMLS) registration Notary Public commission Knowledge, Skills & Abilities: Minimum two years banking experience Ability to mentor RB I & RB II team members Ability to independently complete transactions & all platform services, including transactions, account opening (business & personal), home equity loans & lines, IRAs, etc. Ability to execute more complex account openings & transactions independently, e.g., business accounts Demonstrated high level of judgement Demonstrated ability to fulfill the Banking Center opening & closing activities Proven customer relationship building experience Ability to act as Banking Center vault custodian Strong verbal & written communication skills Critical thinking, decision making & problem-solving skills Must have cyber security awareness to protect the digital environment, the Bank, & customers Ability to demonstrate core competencies for Relationship Banker III level Competencies: Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability & Flexibility Sales Aptitude Eager & Agile Learner