Relationship Banker
Burke & Herbert Bank
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- Pay
- $20 to $22
- an hour
- Location
- Petersburg, WV
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 22
- 2 days ago
Career path
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About the company
Burke & Herbert Bank
Banking · 201 to 500 employees
What you'll do
- Open a wide variety of Consumer and Business Bank Accounts including loans and deposits
- Identify and complete referrals to other Lines of Business
- Identify and cross-sell next bank services and products
- Assist clients with account reconciliations, maintenance, and online and mobile services
- Assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products
- Perform teller duties such as receiving deposits, checks, and payments, and processing withdrawals
- Educate and profile clients using bank systems
- Complete sales tracking, plans, follow-up client calls, client onboarding and client retention
What you need
- Must be comfortable and confident in a sales and service environment
- Highly goal oriented
- Must be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers
- Must have and exhibit professional manners and exhibit good interpersonal skills
- Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver
- Other services as needed, such as Notary and NMLS registration
- Education: a high school diploma
Key skills
sales and serviceinterpersonal skillscomputer knowledgetyping skillsmath skillsgood listenerproblem solverNotaryNMLS registration
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Read the full posting here
JOB DESCRIPTION
Summary/Objective
Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank’s “Service Beyond Expectations” Begins with Me promise.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Perform a broad variety of account opening and customer services
Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits
Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance
Ability to identify and cross-sell next bank services and products
Will need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance
Must be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products
When required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals.
Will be asked to educate and profile clients using bank systems
Will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention
Adheres to all policies and procedures of the company
Follows operational procedures to include security
Relationship Bankers will make our promise of “Service Beyond Expectations” Begins with Me real and believable by following our defined principles
Other Duties
Other duties as assigned.
Skills/Abilities
Must be comfortable and confident in a sales and service environment
Highly goal oriented
Must be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers
Must have and exhibit professional manners and exhibit good interpersonal skills
Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver
Other services as needed, such as Notary and NMLS registration
Education and Experience
High School diploma or equivalent required.
Prior retail banking experience preferred.
Prior customer service experience preferred.
Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.
Travel
Travel may be required for this position.
For Applicants located in Viriginia (VA): The anticipated salary range for this position is $20.00-$22.00 per hour.
The ranges listed above for Viriginia represent the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.
For Applicants located in Fredericksburg Virginia (VA): The pay range for this position is $20.00 per hour to $22.00 per hour. Other compensation includes a commission plan and overtime paid at one and one-half times the normal hourly rate for any hours worked in excess of 40 in a work week.
The ranges listed for Virginia represent the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.
Equal Employment Opportunity/M/F/disability/protected veteran status
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.