Relationship Banker

** Must be able and willing to travel between branch locations as needed to provide float coverage**

The Relationship Banker is responsible for assisting all customers with new and existing depository accounts, personal lending, and transactional needs; cross selling products and services to customers. Follow Commercial Bank policies and procedures while providing excellent service to customers who choose to hold their relationship with Commercial Bank.

Essential Duties and Responsibilities

Included but are not limited to:

• Works with new and existing customers to discuss and recommend Commercial Bank’s products

and services based on features and benefits to fit the customer’s needs.

• Creates, delivers, and discusses proposals for prospects and customers who have expressed

interest in Commercial Bank’s products and services, focusing on deposit and relationship growth.

• Opens consumer and business depository accounts

• Assist in the origination of mortgage and personal loan applications via face-to-face or over-the phone borrower(s).

• Assist in loan closings with borrower(s).

• Communicate efficiently with peer departments to meet our customer needs, resolve issues, and

ensure overall customer satisfaction.

• Maintains product knowledge for all of Commercial Bank’s products and services and the

procedures for selling, opening, and servicing those products and services related to deposits and

consumer lending.

• Conducts depository and customer changes accurately and efficiently.

• Processes customer transactions as needed within the branch.

• Delivers on Commercial Bank’s customer service promise and follows up timely.

• Maintain trust by keeping all customer’s business confidential.

• Ensures compliance with all internal controls and established policies and procedures.

Recommends changes to procedures to streamline processes.

• Responsible for completing required BAI training annually

Other Functions

1. Familiar with and abides by all bank regulations including but not limited to BSA and OFAC.

2. Adhere and comply with all Bank Policies.

3. Other duties as assigned.