Relationship Banker or Senior Relationship Banker- 9th Avenue
On-site · Bethlehem, Pennsylvania, United States
Job Summary
Provide industry-leading client service in person and on the phone while developing and expanding client relationships. Deliver financial solutions meeting client needs based on consultative conversations and referrals to other business partners. Cross train to perform teller duties as needed. Responsibilities include advanced client maintenance, problem resolution, and selling products/services to achieve branch targets; conduct consultative conversations to identify needs and refer complex cases to internal specialists; participate in sales trainings and product knowledge sessions; advise on consumer lending options and take loan applications; ensure compliance with policies and controls; engage clients with friendly service during transactions and help them navigate the branch.
Required Qualifications
- High school diploma or equivalent
- 2 years of client sales and service experience
- Experience with sourcing and prospecting for new clients and client relationship building
- Excellent interpersonal and communication skills
- Demonstrated proficiency in basic computer applications (e.g., Microsoft Office)
- Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment including NMLS background check
- Ability to multi-task under time constraints
- Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
- Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Desired Qualifications
- Associate’s degree or higher
- Excellent verbal and written communication skills
- Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
- Demonstrated ability to meet or exceed sales goals
- General understanding of bank operations, policies and procedures
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