Relationship Banker-Chapel View
On-siteCranston, Rhode Island, United States
Job Summary
Conduct financial conversations to identify customer needs and recommend sales solutions while processing transactions, opening accounts, and originating loans. Proactively prospect through outbound calling and community activities to meet individual and branch sales goals. Manage vault cash, settle ATM work, and perform quarterly audits if assigned supervisory duties. Advise customers on digital banking services including mobile banking, bill pay, and Zelle. Adhere to all bank policies, regulatory guidelines, and the SAFE Act requirements including background checks and NMLS licensing. Complete required trainings and maintain proficiency with customer relationship management systems and digital devices.
Required Qualifications
- 1-2 year experience as a teller, banker, or equivalent retail sales or banking experience
- customer service experience
- needs-based banking sales
- At least 6 months cash handling experience
- proficiency with technology and digital banking services
- Microsoft Office, specifically word and excel
- familiarity with technical devices including tablets and smartphones
- excellent customer service skills
- communications skills
- problem solving skills
- organizational skills
- ability to handle multiple tasks simultaneously
- team player
- ability to travel independently to the position's primary work location, other bank properties and work-related activities or events at locations outside the Bank
- ability to effectively communicate and exchange accurate information and ideas so others will understand
- ability to independently operate a computer and other office machinery, such as a calculator, copy machine, printer and software programs related to the position needed to complete the primary functions
- ability to sit or stand at a workspace and use a computer or other equipment for prolonged periods of time
- ability to move office items weighing up to 35 pounds
- ability to stand, walk, bend, reach, and move throughout the office during the workday
- ability to safely use standard office equipment and follow workplace safety procedures
- Must attend and successfully complete trainings related to position
- meet and follow all requirements set forth in the SAFE Act
- successful completion of the required background checks
- acquiring a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS)
Desired Qualifications
- customer service experience
- needs-based banking sales
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