Job Title: Relationship Banker ll

Department: Retail Banking

Location: Bethel, CT

Summary: The Relationship Banker ll performs a variety of customer service related duties to provide service to the bank's customers in conformance with established bank policies and operating procedures. Works cohesively in a team environment to achieve personal and branch goals. Displays motivation and enthusiasm within the team.

Key responsibilities include, compliance with all banking regulations and the policies and procedures established by management, building customer relationships, accurately recording daily transactions, identifying opportunities to build deeper customer relationships with products and services that will benefit customers and efficiently fulfill their needs all around. Serve as Associate Banker when needed. Assist in mentoring and developing Relationship Banker I and Associate Banker.

Key Responsibilities

Branch & Personal Sales Performance Goals

• Achieve personal & branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals
• 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
• Begin to partner with branch management to prepare weekly and monthly branch meetings
• Assist management team with sales coaching as needed
• Works with management team to exceed branch goals

Branch Operations

• Perform daily operational functions
• Balancing a cash-box and vault as needed
• Assist with surprise spot check audits, etc.
• Follow security protocols with opening, closing, and daily observation
• Open and process all necessary steps and documentation for account opening, online banking, mobile banking and other services
• Review work from Relationship Banker I and Associate Banker for CIP and documentation accuracy
• Backup the manager as needed in the absence of Branch Relationship Manager or Relationship Banker III

Product Knowledge & Recommendations

• 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
• Have a high level of understanding of business and lending products and services in addition to core
• Shows knowledge of SBD online and mobile banking to assist customers with registration, login, bill pay, e-statements, mobile deposits and additional advanced settings
• Refers customers to correct departments for assistance

Transaction Accuracy and Transaction Processing

• Processes a wide variety of customer transactions including deposits, withdrawals, payments, and other miscellaneous transactions
• Processes transactions within limits of established policy accurately and efficiently and seeks approvals when required
• Balances cash drawer daily for both the cash and transaction totals
• Makes Teller exceptions as needed within established bank override limits as defined by policy

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

Compliance, Security & Branch Condition

• Follow all bank policies/procedures
• Maintain the condition of branch building and equipment, including cleanliness and maintenance
• Is aware of and complies with CRA guidelines and policies and the bank’s non-discrimination policy; complies with banking regulations
• Perform and/or assist with all branch audits such as semi annual branch audit, safe deposit box audit, teller cashbox audits, marketing audits, etc.
• Comply with all daily, monthly and quarterly Security procedures
• Comply with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags
• Assist staff and customers with issues or areas of concern and record in the Complaint Tracker with follow-up information and resolution
• Support other branches with staff as needed

HR Performance Expectations & Community Involvement

• Manage time and attendance by completing a daily time card, entering time off requests and approving time cards before weekly cut off
• Provide a minimum of one piece of valuable feedback periodically for a team member or an internal business partner
• Volunteer for or attend bank sponsored events within performance review period
• Provide backup to tellers, as needed

Compliance Training & Continuing Education

• Complete all online assigned compliance training on or before deadlines
• Attend in-person and external web-based compliance courses when offered
• Attend other training courses relevant to supervision, procedures, policy changes, sales, and other aspects of the job.
• Shadow Relationship Banker III to understand and develop additional banking knowledge and skills

Educational and experience requirements include:

• High School Diploma or GED
• Knowledge of banking customer service principles and processes
• Ability to use mathematics to accurately compute routine transactions
• Strong interpersonal skills including verbal communication and listening skills
• Strong computer and electronic skills
• Ability to use banking software
• Strong critical thinking abilities
• Relevant experience performing clerical activities

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• Day shift
• Weekend availability

Education:

• High school or equivalent (Preferred)

Work Location: In person

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