Relationship Banker in Gambrills, MD
$47,029–$78,354 year
On-siteGambrills, Maryland, United States
Job Summary
Conduct proactive customer outreach via email and phone to assess needs, profile for sales opportunities, and present product options. Manage lobby operations, schedule and hold weekly appointments, and perform customer servicing interactions while adhering to compliance and risk controls. Execute lead-focused outbound calling, prepare pre-call plans, and onboard new customers regardless of channel. Maintain internal control standards, implement audit points, and stay current on operational changes to reduce fraudulent activity. Serve as the branch focal point for sales, service, and referrals to drive customer flow and support overall branch goals.
Required Qualifications
- High school diploma or equivalent (GED)
- Minimum of 2 years proven retail sales, call center, customer service and/or telesales experience
- OR
- Minimum of 1 year proven proactive sales experience
- Strong verbal communication and interpersonal skills
- Proven ability to demonstrate exceptional customer service
- Well-organized individual with time management and prioritization skills
- Demonstrated financial services product knowledge
- Ability to communicate with tact and diplomacy with internal and external customers
- Proficient with internet user-level technology
- Ability to stand for long periods of time
- Prolonged use of hands and fingers
- Ability to lift light to heavy objects weighing 5 lbs. to 30lbs
- Ability to read fine print
- Ability to interact with customers in an open face-to-face work environment
- Ability to use fax, telephone system, copier and other communication tools
- Registration requirements under the Federal SAFE Act
Desired Qualifications
- Associates degree
- Notary public license
- Bilingual based on branch needs
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