Relationship Banker II
On-siteJackson, Tennessee, United States
Job Summary
Build, expand, and retain existing client relationships by assessing financial needs and offering expert solutions through products and services. Share the bank's full scope of resources, including traditional in-branch services, digital capabilities, and business partner resources, via daily interactions, outbound calling, and business visits. Perform account opening and closing functions, process transactions, and facilitate consumer loan requests while ensuring compliance with BSA and CIP requirements. Refer customers to partner teams for small business, corporate, institutional, and mortgage needs. Maintain high client satisfaction by engaging customers and identifying opportunities for further recommendations. Achieve and exceed established individual and branch goals. Occasional travel for meetings and training.
Required Qualifications
- HS Diploma/GED
- Two years customer-facing and goal-oriented experience
- Registration with the National Mortgage Licensing System and Registry (NMLS) or ability to obtain an NMLS license after employment
- Ability to effectively motivate and present information in one-on-one and small group situations
- Embrace a team centric approach
- Ability to coach and lead the branch team according to process and protocol in the absence of an AFCM
- Ability to perform occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town)
- Ability to provide support and guidance at other banking institutions within the market
Desired Qualifications
- MS Office programs
- Understanding and utilization of social media platforms to help share brand awareness and obtain market knowledge
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