Relationship Banker / SrRB - River Crossings
On-siteNew Port Richey, Florida, United States
Job Summary
Conduct consultative conversations to develop and expand client relationships while offering financial solutions for deposit, credit, and convenience products. Handle routine client maintenance, problem resolution, and loan applications, including cross-training to perform teller transactions as needed. Contribute to meeting branch sales targets by sourcing new clients and referring complex financial goals to internal specialists. Adhere to internal controls, operational procedures, and risk management policies while engaging clients with courteous service. Attend sales, service, and product knowledge meetings to maintain proficiency in selling techniques and current guidelines.
Required Qualifications
- High school diploma or equivalent education
- 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, including a desire to interact with clients and prospects
- Demonstrated proficiency in basic computer applications, such as Microsoft Office
- Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards
- Successful candidates must also meet ongoing regulatory requirements
- 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
- Regular Language Fluency: English
Desired Qualifications
- Associate's degree or higher
- Demonstrated ability to handle multiple priorities under time constraints
- Excellent verbal and written communication skills
- Ability to respond in a professional manner with a high level of service quality
- Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
- Demonstrated ability in meeting or exceeding sales goals
- General understanding of bank operations, policies and procedures
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