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Certified Relationship Banker

Company: Gulf Coast Bank & Trust
Location: Covington
Posted on: January 16, 2022

Job Description:

Description Summary The Certified Relationship Banker I provides "first line" contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems. Responsibilities

  • Sells products and services offered by Gulf Coast Bank to current and new clientele.
  • Opens new consumer and business accounts, provides information about various types of services and products offered, answers phones, and greets visitors.
  • Provides clients with account information, handles maintenance requests, and monitors client accounts for non-branch officers.
  • Resolves client problems through direct personal action or referral to proper staff member.
  • Identifies and maximizes cross selling opportunities through client profiling and engages with team members and other business partners to make referrals.
  • Adheres to security measures and ensures all regulatory requirements are met (i.e. CIP, BSA)
  • Handles client requests involving the Bank's Legal department.
  • Orders checks, operates a teller terminal, and assists with balancing the vault and cash verification when needed.
  • Cross trains and supports other positions as needed.
  • May be assigned to opening and closing the branch and other operational tasks.
  • May assist with loan processing and servicing.
  • Performs other duties and special projects as needed by Branch Manager or Operations Officer.
  • Works branch hours, including some evenings and weekends.
  • Maintain CRB skills and knowledge as demonstrated by passing the annual CRB exam Requirements Required Skills/Experience/Education
    • High school diploma or equivalent.
    • Strong desire and ability to educate and connect customers to technology.
    • Excellent written and oral communication, customer service, and interpersonal skills.
    • Ability to tailor features and benefits of products/services to clients with differing needs.
    • Computer skills and ability to operate office equipment (i.e. fax, copier, calculator).
    • Professional, confident, thorough and organized with strong follow-up skills. Physical Requirements
      • Prolonged periods of standing, sitting, and working on a computer.
      • Must be able to lift up to 15 pounds at times.

Keywords: Gulf Coast Bank & Trust, New Orleans , Certified Relationship Banker, Other , Covington, Louisiana

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