Relationship Banker
Oklahoma Employment Security Commission
This job was posted by https://okjobmatch.com : For more information,
please see: https://okjobmatch.com/jobs/3188040
Pay is based on a number of factors including the successful candidates
job-related knowledge and skills, qualifications, and prior experience.
Arvest offers a comprehensive suite of benefits, including a full range
of health and life, financial, and wellness benefits. For more
information about benefits, please visit
www.arvest.com/careers/benefits.
Position is located at 4301 W Memorial Road in Oklahoma City, Oklahoma.
Position requires flexibility Monday through Thursday 8:00 am to 5:15
pm, Friday 8:00 am to 6:15 pm and rotating Saturdays 8:30 m to 1:15 pm.
Bilingual English/Spanish applicants are encouraged to apply.
Summary:
SUMMARY: 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.
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.
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.
Proactively make outbound calls in efforts to generate sales to further
strengthen the customer relationship and/or begin customer
relationships.
Identify opportunities to sell consumer loans, accept consumer loan
applications and facilitate loan closings. Must work effectively with
centralized underwriting department.
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.
Opens and processes simple, moderately or extremely complex deposit
accoun s.
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.
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 for them. Maintain in-depth knowledge of competitors
products, practices, facilities, and prices to effectively sell bank
products.
Participate in branch promotions and marketing initiatives as directed.
Use sound judgment in the application of bank standards, policies and
procedures regarding customers.
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