.At the direction of the Manager, the Relationship Banker creates exceptional customer experiences by engaging clients with exceptional customer service while ensuring that engaged clients understand how digital and mobile alternatives can complete their banking transactions quickly and efficiently. Further, the Relationship Banker introduces and sells customers financial services to meet their short and long term needs, as identified by profiling and through knowledge of products and services. In addition the Relationship Banker processes all types of financial transactions for clients, balances own cash and assists with vault, ATM cash recycler and armored car duties. If applicable or appropriate, assists in business unit’s compliance with all regulatory requirements and Bank policies and procedures, including those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act, as applicable.

1. Helps lead the overall branch client experience. Proactively engages existing and prospective clients to understand and interact with 21st century banking advancements by demonstrating transactions using technology, creating an interest and handling objections. This also includes, but not limited to: providing exceptional customer service, managing flow of activity throughout the branch, assessing and fulfilling client needs, handling and resolving complaints and concerns generated from customers, and escalating unfulfilled client concerns to the appropriate branch or department.
2. Maintains and sells financial services to clientele by addressing both their long term and short-term goals through profiling. Identifies customer needs, maintains extensive knowledge of products and services, cross-sells, opens new accounts, calls on prospects and performs teleconsulting.
3. Actively sells financial products and services making referrals as appropriate. Interviews, processes applications, and closes for all consumer credit products. Provides high level of quality service to customers. Processes a wide range of financial transactions to include but not limited to: cashing checks, accepting deposits, paying withdrawals, accepting payments, issuing cashier’s checks and selling traveler’s checks, etc. Balances individual cash. Opens and closes the vault. Performs duties as needed of Automated Teller Machine (ATM), Vault, Cash recycler and armored car transactions. Trains new employees on operational procedures.
4. Identifies and secures new high and/or potentially high value consumer clients. Responsible for coordinating calling efforts, managing referrals, sales tracking and prospecting to achieve personal sales goals and contribute to the overall team goals. Trains new employees on sales procedures. Maintains close contact with customers and prospects, makes appreciation calls and is actively involved in the promotion and marketing of the Bank and its products and services, which may include public address announcements and aisle relationship building at our in-store locations
5. Responsible for keeping informed of current bank policies, procedures, federal laws and regulations as well as maintains strong knowledge of all new products, programs and sales promotions.
6. Performs all other miscellaneous responsibilities and duties as assigned.

To view the full job description and minimum qualifications, you may click on the following link: Relationship Banker (Lahaina Branch).