Relationship Banker II - Beaufort

DescriptionJOB SUMMARY

Responsible for delivering an exceptional client experience by providing efficient, accurate and personalized service. This role supports day-to-day branch operations, processes a variety of financial transactions (including teller transactions as needed), and identifies opportunities to deepen client relationships. Success in this role requires strong communication skills, attention to detail, and a customer-first mindset.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Provides an exceptional customer experience for new and existing customers through personalized, efficient, and accurate service
Provides client onboarding, servicing and deepens and retains client relationships through consultative sales and use of the Bank’s Client Relationship Management (CRM) system
Responds to customer inquiries through multiple channels to include phone, email and chat, delivering timely and accurate support
Knowledgeable of financial services offered by the bank and proactively recommends Bank products and services that will benefit the customer.
Recognizes client needs and connects them with appropriate partners including Commercial Lending, Mortgage, Corporate Services and Wealth Management
Assists client with opening personal and business accounts
Research and answer client inquiries and assists with maintenance requests; resolves problems as necessary
Follows all compliance, security, confidentiality, and internal guidelines within area of responsibility and completes all transactions in accordance with them.
Assist customers with ancillary products and services including but not limited to debit cards, online banking, direct deposit, safe deposit box, wire transfer, and night depository.
Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
Cross-trained for teller duties and assists in that capacity as needed.
Perform other duties as assigned.

Qualifications

High school graduate or equivalent is required; additional banking or business courses are helpful
Thorough knowledge of the bank’s products and services
Understanding of branch operations and security is beneficial
Two or more years of prior retail banking and/or branch operations experience is strongly preferred
Proven customer service and problem resolution experience
Well-developed verbal and written communication skills in addition to a professional image
Demonstrates sound judgement in a sales and service environment by balancing client needs, risk considerations, and business objectives.
Proficiency with Microsoft Office (Word, Excel, Outlook, etc.); keyboarding and calculating; experience with Jack Henry or other banking systems is helpful.
Familiarity with banking compliance and deposit regulations
Sales skills are needed for selling and cross-selling products and services
Attention to detail and strong organizational skills