Relationship Banking Specialist
On-siteRaleigh, North Carolina, United States
Job Summary
Conduct outbound calling, customer service interactions, and financial reviews to identify opportunities for enhancing customer relationships. Acquire and deepen relationships by opening business and personal accounts, executing paperwork, and processing funds in accordance with bank policy. Perform teller duties including accepting deposits, verifying cash, cashing checks, and executing wire transfers within assigned limits. Monitor daily exception reports for Remote DepositScan accounts, collect missing documentation, and assist management with NSF decisions. Serve as a subject matter expert on products by answering inquiries, resolving deposit and account maintenance issues, and identifying sales opportunities. Ensure office security and risk mitigation practices are followed while attending regular training sessions and participating in self-audits.
Required Qualifications
- A two-year college degree in business or a related field; or an equivalent combination of education and experience.
- Three years to five years progressively more responsible experience within a banking organization.
- Comprehensive knowledge of banking regulations.
- Must be self-motivated, detail oriented, and analytical.
- Excellent written, verbal and interpersonal communication skills.
- Proficiency with Microsoft Office products.
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