Relationship Banker III
Savings Bank of Danbury, Waterbury, CT, United States
Relationship Banker III
Full Time Waterbury-Bank St., Waterbury, CT, US
9 days ago Requisition ID: 1003
The
Relationship Banker III
is the second in command to the Branch Relationship Manager with successfully leading their branch including its daily operations, service quality, sales and financial performance. Takes the initiative to perform all branch service, sales and operational functions as needed. Works cohesively in a team environment to achieve personal and branch goals. Able to assist with complex customer situations with minimal management supervision. Fulfill more complex customer account opening needs. Build and manage employee development plans with goals and milestones for Associate Banker, Relationship Banker I and II. Displays and encourages motivation and enthusiasm within the team.
Key Responsibilities Branch Operations
Assist with delegating responsibilities and performing scheduling to efficiently service customer requests and manage periods of heavy traffic at the branch
Perform daily operational functions, such as, opening accounts and services, completing account maintenance, balancing a cashbox and vault as needed, conduct surprise spot check audits, etc.
Able to open more complex accounts; IOLTA and IOREBTA Checking, IRA's, HSA's, and court restricted accounts, such as conservator and guardianships
Process all necessary steps and documentation needed for account services, E-banking, mobile banking, debit card issuance, wire and ACH services
Able to open and close branch and act as third level management as needed
Take ownership & handle customer escalations as needed
Proactively keep Community Development Manager informed of situations regarding personnel, customers, competition and market trends that have the potential to affect future branch performance
Act as second in command in the absence of Manager
Provide overrides, sign Bank Checks and other approved transactions within assigned authority limits
Branch & Personal Sales Performance Goals
Achieve personal & branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals
Provide sales support to team utilizing sales coaching techniques to ensure established branch goals are attained
Open, cross sell, maintain existing accounts and products to new and existing customers
Provide quality customer service with every customer interaction; exceed service expectations. Greet every customer with a smile, use eye contact, and pleasant greeting
Partner with branch management to prepare weekly and monthly branch meetings
Works with management team to exceed branch goals
Identifies referral opportunities to business partners
Review and monitor referrals and complaints in Core CRM
Product Knowledge & Recommendations
Conduct in-branch training with staff on products and services offered at the bank Review current accounts and services to assist customers choose best fit for? them
Use needs-based selling by asking open ended questions, listening to the customer, and offering products and services to fit their needs
Assist with supervising the day-to-day operations of the branch and ensures all team members have adequate skills and product knowledge
Have a high level of understanding of business and lending products and services in addition to core
Shows knowledge of online and mobile banking to assist customers with registration, login, bill pay, e-statements, mobile deposits, wires, ACH transactions, and advanced settings
Customer Relationships
Provides outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships
Promptly addresses and resolves customer concerns and inquiries in a positive, confident manner
Consistently makes time to be friendly, get to know our customers and make every customer feel important
Educational and Experience Requirements
High school diploma required or GED
2+ years relevant experience in a supervisory role
Advanced knowledge of banking customer service principles and processes
Strong team leadership skills
Strong interpersonal skills including verbal/written communication and listening skills
Relevant experience developing and achieving team goalsStrong computer and banking software experience
Proven ability to stay current with and comply with industry regulations
Physical Demands and Work Environment To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
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9 days ago Requisition ID: 1003
The
Relationship Banker III
is the second in command to the Branch Relationship Manager with successfully leading their branch including its daily operations, service quality, sales and financial performance. Takes the initiative to perform all branch service, sales and operational functions as needed. Works cohesively in a team environment to achieve personal and branch goals. Able to assist with complex customer situations with minimal management supervision. Fulfill more complex customer account opening needs. Build and manage employee development plans with goals and milestones for Associate Banker, Relationship Banker I and II. Displays and encourages motivation and enthusiasm within the team.
Key Responsibilities Branch Operations
Assist with delegating responsibilities and performing scheduling to efficiently service customer requests and manage periods of heavy traffic at the branch
Perform daily operational functions, such as, opening accounts and services, completing account maintenance, balancing a cashbox and vault as needed, conduct surprise spot check audits, etc.
Able to open more complex accounts; IOLTA and IOREBTA Checking, IRA's, HSA's, and court restricted accounts, such as conservator and guardianships
Process all necessary steps and documentation needed for account services, E-banking, mobile banking, debit card issuance, wire and ACH services
Able to open and close branch and act as third level management as needed
Take ownership & handle customer escalations as needed
Proactively keep Community Development Manager informed of situations regarding personnel, customers, competition and market trends that have the potential to affect future branch performance
Act as second in command in the absence of Manager
Provide overrides, sign Bank Checks and other approved transactions within assigned authority limits
Branch & Personal Sales Performance Goals
Achieve personal & branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals
Provide sales support to team utilizing sales coaching techniques to ensure established branch goals are attained
Open, cross sell, maintain existing accounts and products to new and existing customers
Provide quality customer service with every customer interaction; exceed service expectations. Greet every customer with a smile, use eye contact, and pleasant greeting
Partner with branch management to prepare weekly and monthly branch meetings
Works with management team to exceed branch goals
Identifies referral opportunities to business partners
Review and monitor referrals and complaints in Core CRM
Product Knowledge & Recommendations
Conduct in-branch training with staff on products and services offered at the bank Review current accounts and services to assist customers choose best fit for? them
Use needs-based selling by asking open ended questions, listening to the customer, and offering products and services to fit their needs
Assist with supervising the day-to-day operations of the branch and ensures all team members have adequate skills and product knowledge
Have a high level of understanding of business and lending products and services in addition to core
Shows knowledge of online and mobile banking to assist customers with registration, login, bill pay, e-statements, mobile deposits, wires, ACH transactions, and advanced settings
Customer Relationships
Provides outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships
Promptly addresses and resolves customer concerns and inquiries in a positive, confident manner
Consistently makes time to be friendly, get to know our customers and make every customer feel important
Educational and Experience Requirements
High school diploma required or GED
2+ years relevant experience in a supervisory role
Advanced knowledge of banking customer service principles and processes
Strong team leadership skills
Strong interpersonal skills including verbal/written communication and listening skills
Relevant experience developing and achieving team goalsStrong computer and banking software experience
Proven ability to stay current with and comply with industry regulations
Physical Demands and Work Environment To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
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