The Relationship Banker provides customer service and recommendations of products and services while reaching established goals. Utilizes the Bank’s Service Excellence Standards and product knowledge to develop and manage customer relationships. Demonstrates and explains additional products and services to customers using a consultative approach, identifying complementary services that add value; aims to cross-sell when appropriate, including during in-branch visits and when completing outbound calls using leads generated from Marketing or customer relationship management (CRM). Deepens relationships with new and existing …
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The Relationship Banker provides customer service and recommendations of products and services while reaching established goals. Utilizes the Bank’s Service Excellence Standards and product knowledge to develop and manage customer relationships. Essential Job Functions Actively stays current on all Bank products, services, procedures, policies, and applicable regulatory and compliance requirements by regularly attending team meetings, completing mandatory training on schedule, and applying knowledge to ensure accuracy and compliance in daily operations. Demonstrates and explains additional products and services to customers …
