Financial Relationship Banker
3 weeks ago
**Job Overview**
At BankNewport, we're dedicated to empowering employees with the resources and guidance to develop challenging and rewarding careers.
The **Relationship Banker** plays a pivotal role in delivering exceptional customer experiences by identifying customer needs and recommending tailored banking solutions.
- Provides top-notch customer service by accurately processing transactions and new account openings in a timely and professional manner.
- Conducts regular financial conversations with customers to understand their banking needs.
- Achieves individual and branch sales goals by maximizing each customer interaction and proactively engaging with prospects through various activities.
- Marks a wide range of consumer and small business banking services to existing customers and prospects.
Responsibilities include opening consumer & small business accounts, originating and closing loans, performing maintenance changes to existing accounts, answering customer questions, and resolving account-related problems.
- Effectively utilizes the customer relationship management system and onboarding process to provide outstanding internal and external customer experiences.
- Demonstrates expertise in Digital Banking knowledge and proficiency, advising customers on all bank delivery channels and services.
- Ensures adherence to all bank policies, procedures, audit, regulatory, and security guidelines.
- Complies with requirements set forth in the SAFE Act, including successful completion of background checks and obtaining a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS).**Requirements**
1-2 years of experience as a teller, banker, or equivalent retail sales or banking experience required; customer service experience and needs-based banking sales preferred.
- Possesses proficiency with technology and digital banking services, Microsoft Office (specifically Word and Excel), and familiarity with technical devices, including tablets and smartphones.
Estimated Salary: $50,000 - $65,000 per year, depending on experience and qualifications.
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