Relationship Banker II - Beaufort

JOB SUMMARY

Responsible for delivering an exceptional client experience by providing efficient, accurate and personalized service. This role supports day-to-day branch operations, processes a variety of financial transactions (including teller transactions as needed), and identifies opportunities to deepen client relationships. Success in this role requires strong communication skills, attention to detail, and a customer-first mindset.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides an exceptional customer experience for new and existing customers through personalized, efficient, and accurate service
• Provides client onboarding, servicing and deepens and retains client relationships through consultative sales and use of the Bank’s Client Relationship Management (CRM) system
• Responds to customer inquiries through multiple channels to include phone, email and chat, delivering timely and accurate support
• Knowledgeable of financial services offered by the bank and proactively recommends Bank products and services that will benefit the customer.
• Recognizes client needs and connects them with appropriate partners including Commercial Lending, Mortgage, Corporate Services and Wealth Management
• Assists client with opening personal and business accounts
• Research and answer client inquiries and assists with maintenance requests; resolves problems as necessary
• Follows all compliance, security, confidentiality, and internal guidelines within area of responsibility and completes all transactions in accordance with them.
• Assist customers with ancillary products and services including but not limited to debit cards, online banking, direct deposit, safe deposit box, wire transfer, and night depository.
• Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Cross-trained for teller duties and assists in that capacity as needed.
• Perform other duties as assigned.