Summary:The Relationship Banker serves as a trusted financial guide and a dynamic customer champion. This dual professional not only deepens customer relationships through exceptional service and personalized financial guidance but also plays a pivotal role in supporting branch operations. As a designated back-up for the Area Manager, this position brings leadership readiness, cross-functional skills, and the flexibility to step into key responsibilities as needed, including teller transactions and operational support.Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.Essential Duties and Responsibilities:
Relationship Bankers will actively consult with both Consumer and Small Business clients and collect information directly from clients regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking products and services that will best meet clients' financial needs and goals
Deliver an exceptional client experience by embodying a client-first attitude
Acquire new relationships through cultivating a strong referral network and outreach efforts
Discover financial needs and tailor recommendations for products and services that meet those needs; educate clients about banking solutions and digital tools to empower their financial confidence
Represent FirstBank by participating in Bank and community activities, events and civic organizations; build, expand and maintain business and social networks
Serve as a reliable back-up to the Area Manager, supporting key branch functions and team leadership during absences
Assist with teller transactions and branch operations as needed, ensuring smooth daily functionality
Partner with other department partners to connect clients with expert resources (Financial Advisors, Mortgage Bankers, Relationship Managers, Trust and Wealth Management and other team members)
Demonstrate strong initiative and product knowledge to present financial options using a consultative approach
Actively influences and educates clients, fostering growth in digital banking adoption
Stay agile in learning and applying new services and technologies to enhance client experience
Education and/or Experience
High school diploma or GED equivalent
4+ years of experience within retail banking with a solid understanding of banking products
Proven success in building customer relationships and customer service
Experience adhering to policies, procedures, and regulatory banking requirements
Skills and Abilities
Exude confidence with clients when sharing product knowledge and solutions
Demonstrated capability to multitask and support both customer engagement and operational needs
Ability to work flexible hours and adapt to branch scheduling needs
Strong interpersonal skills with an ability to connect genuinely with people
Leadership potential and interest in progressing into branch management roles
Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information.
