SUMMARY:
In this customer facing role, the Relationship Banker I will provide exceptional customer care to the Bank’s customers assisting them with transactions, account openings, inquiries, problem resolution and banking transactions at full-service Cape Cod Five Retail Bank locations.
ESSENTIAL JOB FUNCTIONS / RESPONSIBILITIES:
- 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)
- Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
- 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
- Safeguards customer trust by upholding duty of customer confidentiality
- Works to develop a comprehensive knowledge of the Bank’s products and services offered, taking responsibility to request assistance for further development needs
- Must comply with all required regulations, guidelines, and policies
- Timely completion of all assigned learning activities
- Actively participate in branch meetings and one-on-one coaching sessions
- Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures.
- Learns to fulfill all banking center closing activities
- Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner
- Proficient in determining customer’s existing and prospective financial needs and identifies referrals to other business lines (Investment Services, TAM, Commercial, Cash Management, etc.)
- Maintain a working knowledge of product and service offerings including consumer, business, non-profit, retirement, Online Banking, BillPay, debits cards
- Assists customers in preparing loan applications for home equity products and personal loans
- Participation/volunteerism in community groups and events
- Additional duties as assigned
EDUCATION, CERTIFICATIONS:
- High School Diploma or G.E.D. required
- Associates Degree or pursuing higher education degree
KNOWLEDGE, SKILLS & ABILITIES:
- Minimum one year cash handling experience preferred
- Minimum one year customer service experience
- Eligible for NMLS registration
- Prior customer relationship building experience
- Must have cyber security awareness to protect the digital environment, the Bank, and customers
COMPETENCIES:
- Problem Solving
- Relationship Building Skills
- Proficient Verbal and Written Communication Skills
- Critical Thinking Skills
- Courage
- Technology Savviness/Digital Enthusiast
- Financial Comprehension
- Adaptability and Flexibility
- Sales Aptitude
- Eager Learner
- Learning Agility
- Superior Customer Service
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