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1

relationship banker

  • Managing business and consumer accounts
  • Monthly sales goals including new DDA’s, MMA’s, HELOC’s, loans/lines and credit cards
  • Following up on referrals set by our teller line 
  • Monthly compliance training courses
  • Reporting to my branch center manager on progression of goals
2

relationship banker

  • Processed banking transactions such as check cashing, deposits, and transfers
  • Opened and closed checking and saving accounts
  • Created official checks, and money orders
  • Ran daily reports morning and evening
  • Assisted in opening and closing bank 
3

relationship banker

  • Uncover opportunities and introducing partners of the branch for Business Banking, Wealth Management, and Mortgage 
  • Responsible for households less than $250,000 
  • Educate clients and convert non-investment households
  • Solicit sales of new or additional services or products for consumers and small business
  • Build and deepen relationships with individual or business customers by implementing a regular follow up process
4

relationship banker

  • Assess the needs of customers and offer them banking services that meet their financial needs
  • Explain to customers the different types of products and service options that are available.
  • Reach out to prospective retail banking customers and establish business relationships.
  • Evaluate customers’ financial needs, provide banking solutions and refer them to the appropriate branch officers as needed
5

relationship banker

  • Engaging customers in conversations, listening to them, and proactively helping to meet their financial needs.
  • Following policies and procedures to minimize risk
  • handling complex transactions across multiple systems
  • Educate, and connect customers to technology
  • Cash handling, balance vault, ATM’s 
  • Open accounts, credit cards 
  • identify potential fraud/risky accounts and take appropriate action to prevent loss