Position OverviewThe Relationship Manager/Universal Banker provides a high level of customer service by assisting customers with a variety of banking needs including opening and maintaining deposit accounts, processing transactions and educating customers about bank products and services. There is a heavy emphasis on community involvement and business development, including growing customer deposit base.
Location: Local Branch Office in Warrenton or Montgomery CityKey ResponsibilitiesSales and Business Development:Prospect new businesses and customers in the community to grow the bank's core deposit baseSeek to understand the needs of customers and align/implement the bank’s various products and services Attend local networking eventsClient Portfolio Management:Manage a dedicated portfolio of local business and retail banking customers.Serve as the main point of contact for customer inquiries and everyday financial needs.Schedule regular check-ins to review customer satisfaction and retention.Identify cross-selling opportunities for deposit accounts, treasury services, and mobile banking solutions.Platform/Branch DutiesOpen and maintain deposit accountsAssist customers with account related questions and servicesTake referrals from tellers, and other lines of business Provide customer service and process routine financial transactions in the branchEnsure all account opening and deposit activities adhere to federal and state banking regulations.Loan Referrals:Identify clients with borrowing needs during routine discussions.Refer loan prospects directly to the internal commercial or mortgage lenders.Qualifications and SkillsExperience: 2 to 4 years of experience in retail banking, customer service, or account management preferred.Education: Bachelor’s degree in business, marketing, communications, or equivalent banking experience preferred.Communication: Ability to utilize networking skills to build strong relationships and connections within the community.
Technical Skills
Proficiency in Microsoft Office products.