Relationship Banker

This job was posted by https://www.arjoblink.arkansas.gov : For more
information, please see: https://www.arjoblink.arkansas.gov/jobs/4335360

The Relationship Banker will primarily focus on product sales and
customer service. The associate develops new customer relationships and
strengthens existing relationships by ensuring each customer is aware of
and offered appropriate products and services to meet their existing and
future financial needs. The Relationship Banker provides expert product
advice, clear and concise directions on the use of self-service banking
solutions, transacts business accurately and provides account servicing
and problem resolution per established procedures and regulations. The
Relationship Banker is a leveled position, beginning with Level 1 and
advancing to Level 3 that focuses on product sales and customer service.
Level 4 is reserved for associates that have met the qualifications to
advance into a leadership position.

– Level 1 — Training: Primary focus will be training and
development while working with a seasoned mentor. Progression to
Level 2 is dependent upon successful completion of all training.
– Level 2 Proficient: Works independently on routine tasks and
with general guidance on complex tasks. Demonstrates superior
product knowledge and excellent needs-based selling skills. Upon the
recommendation of the Branch Manager or Regional Management and upon
demonstrated proficiency in all performance expectations, the
associate will advance to Level 3.
– Level 3 Advanced: Demonstrating independent action and high
initiative, the associate resolves problems, develops
recommendations and determines the course of action on new tasks.
Tasks could range from complex to highly specialized in nature.
Additionally, the Level 3 will also serve as a mentor to Level 1
associates.

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– Level 4 Management Track: Exhibits the determination and
potential to succeed into management. The associate at this level
will assume a leadership role in planning and executing daily and
special activities for the branch and could occasionally cover the
managers responsibilities during their absence.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other
duties may be assigned.

1. Contribute to the achievement of branch sales goals through a
consultative sales approach with new and existing customers
following the sales process defined in the CFB Retail Sales
Playbook. Through discovery conversations, identify and uncover
financial needs of the customer and offer appropriate solutions.
Refers qualified customers to specialized sales forces.
2. Proactively make outbound calls in efforts to generate sales to
further strengthen the customer relationship and/or begin customer
relationships.
3. Identify opportunities to sell consumer loans, accept consumer loan
applications and facilitate loan closings. Must work effectively
with centralized underwriting department.
4. Deliver consistent, exceptional customer service by acknowledging
every customer promptly, smiling and greeting each customer,
introducing yourself, using eye contact, and thanking the customer.
Acknowledge customer complaints and follow established complaint
process to ensure customer satisfaction.
5. Opens and processes simple, moderately or extremely complex deposit
accounts.
6. Provide answers and assistance for customers questions and concerns
including, but not limited to; assisting customers with deposit risk
management and day-to-day banking business.
7. Maintains in-depth knowledge of products and services, including
digital services and delivery options. Support customer usage of
products and services that will provide the services they need in
the manner most convenient fo them. Maintain in-depth knowledge of
competitors products, practices, facilities, and prices to
effectively sell bank products.
8. Participate in branch promotions and marketing initiatives as
directed.
9. Use sound judgment in the application of bank standards, policies
and procedures regarding customers.
10. Understand and comply with bank policy, laws, regulations, and the
banks BSA/AML Program, as applicable to your job duties. This
includes but is not limited to; complete compliance training and
adhere to internal procedures and controls; report any known
violations of compliance policy, laws, or regulations and report any
suspicious customer and/or account activity.

TEAM ACCOUNTABILITIES:

– Contribute to the achievement of branch sales goals.
– Support and uphold the Arvest Mission Statement.
– Uphold the Arvest Code of Ethics and ensure that confidential
information is safeguarded.
– Maintain a high level of cooperation and rapport with all associates
in order to ensure accurate and efficient operations and service.
– Formulate and communicate new ideas and suggestions that will
improve profitability and efficiency for the companys overall
operation.
– Promote professionalism at all times.

SUPERVISORY RESPONSIBILITIES: LEVEL 4 ONLY

May supervise associates as assigned by t