Experienced Banker - Retail Float

Salary Grade: 14R

SUMMARY:

In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Bank’s customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at a full-service Cape Cod 5 Retail Banking Center location. The Relationship Banker III will also serve as a mentor to the staff in the RB I and II roles.

ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:

• Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)

• Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures

• Performs banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance and savings bond redemption

• Safeguards customer trust by upholding duty of customer confidentiality

• Must comply with all required laws, regulations, policies and procedures

• Timely completion of all assigned learning activities

• Actively participate in Banking Center meetings and one-on-one coaching sessions

• Fulfills all Banking Center opening and closing activities

• Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner

• Proficient in determining customers’ financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial, Cash Management, etc.

• Works to develop and maintain a comprehensive knowledge of the Bank’s products and services offered, taking responsibility to request assistance for further development needs, including consumer, business, non-profit, retirement, digital banking, debits cards, etc.

• Assists customers in preparing loan applications for home equity products and other consumer loans

• Participation/volunteerism in community groups and events

• Additional duties as assigned

• Responsible for providing overrides and mentoring for RB I and II staff

EDUCATION, CERTIFICATIONS:

• Bachelor’s degree preferred
• Nationwide Mortgage Licensing System (NMLS) registration
• Notary Public commission

KNOWLEDGE, SKILLS & ABILITIES:

• Minimum two years banking experience
• Ability to mentor RB I and RB II team members
• Ability to independently complete transactions and all platform services, including transactions, account opening (business and personal), home equity loans and lines, IRAs, etc.
• Ability to execute more complex account openings and transactions independently, e.g., business accounts,
• Demonstrated high level of judgement
• Demonstrated ability to fulfill the Banking Center opening and closing activities
• Proven customer relationship building experience
• Ability to act as Banking Center vault custodian
• Strong verbal and written communication skills
• Critical thinking, decision making and problem solving skills
• Must have cyber security awareness to protect the digital environment, the Bank, and customers
• Ability to demonstrate core competencies for Relationship Banker III level

COMPETENCIES:

• Courage
• Technology Savviness/Digital Enthusiast
• Financial Comprehension
• Adaptability and Flexibility
• Sales Aptitude
• Eager and Agile Learner

Education

Required

• Bachelors or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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