Relationship Banker

As a Relationship Banker, you will help clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs, offering the best and most appropriate personal and business financial products and services. Spend most of your time as a relationship banker, as new account and consumer lender for the banking center, and in a customer service associate role. Build customer relationships through proactive sales and service activities.

Duties and Responsibilities:

• Acquires and deepens customer relationships through active market profiling and needs-based questioning to identify deposit, credit, and investment solutions to help customers achieve their financial goals.
• Solutions include services and current technologies the Bank offers for customer convenience. Educate customers on alternative channels that provide value.
• Drive proactive sales conversations through internal and outbound interactions.
• Develop strong partnerships with Ag Services, Financial Advisors, Mortgage Advisors, and Commercial and Treasury Management colleagues to focus on deepening the relationship of current clients.
• Effectively manage and maintain these partnerships, recognizes cross-referencing potential, and make quality referrals to the proper team.
• Creates customer loyalty by building relationships, understanding our customers, and providing personalized solutions that best meet their needs.
• Serve as the primary new account and consumer lender for the banking center.
• Communicate effectively with clients and colleagues both in person and in phone conversations.
• Become involved within the community through specific organizations and special events.
• Serve as the face of the Bank.
• Assist customers with servicing their relationships, from transactions to complex service needs.
• Engage in conversation to understand complex issues and take ownership of the resolution.
• Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
• Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position.