Floating Relationship Banker

Overview:Floating Relationship Banker

The Floating Relationship Banker specializes in delivering an exceptional customer experience through sales, service, and digital engagement for both Consumer and Business Banking customers. This role supports daily branch operations, meets customer service and sales needs, and manages customer appointments to identify needs and refer complex issues to appropriate team members.

Preferred Qualifications:

• Tailored bilingual expertise in accordance with branch needs.
• Recognized aptitude in sales achievements or referral networking.
• Physical Requirements:
• The skill to stand on one's feet for a lengthy period.
• Continuous utilization of hands and fingers over an extended period.
• Skill in lifting objects that vary from 5 to 30 pounds.
• Aptitude for reading small font.
• Ability to handle customer interactions in a physical work environment.

Key Responsibilities:

• Engage with customers to provide information on available Consumer and Business Banking options. Suggest appropriate services tailored to individual requirements and promote the use of digital banking features.
• Managing appointments and consultations entails overseeing scheduled or walk-in customer visits with the goal of identifying their banking needs and facilitating seamless handovers to the appropriate banking representatives for advanced concerns.
• Abide by the sales process outlined by the bank and give simplified, customer-centric recommendations.
• Customer Engagement: Engage customers in the lobby, greet them, respond to queries, and take ownership of addressing their immediate banking requirements.
• Provide assistance in branch operations by aiding with customer transactions, addressing overdraft resolutions, and ensuring compliance with internal guidelines. Fulfill operational responsibilities as required.
• Safeguarding Compliance and Risk Management: Keeping up with Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) methodologies. Spotting and raising awareness of potential fraud situations. Affirming compliance with operational and regulatory requirements.
• Customer Resolution: Promptly address and record customer complaints, following through with efficient resolution and proper documentation. Ensure customer concerns are resolved effectively and promptly.
• Sales Referrals entail pinpointing sales opportunities and steering customers towards the correct banking partners for customized product suggestions.

Scope of Responsibilities:

• Deliver stellar assistance and promptly address customer queries.
• Improve sales strategies and elevate the quality of customer interactions at the branch.
• Embrace different responsibilities within the branch, such as opening new accounts and initiating loans, resolving issues, and managing transaction processing.
• Convey understanding and care for customers, prioritize their satisfaction in every interaction, be ready to accommodate different situations, and exhibit comfort in utilizing digital technology when engaging with customers.

Necessary Educational Background and Work Experience:

• Holding a GED or a high school diploma.
• The role requires a minimum of one year of practice in retail sales, call center responsibilities, customer service, or telesales.
• Adept in communicating effectively both verbally and in personal interactions.
• Ability to navigate tough customer interactions and varied customer needs adeptly.
• Well-organized with strong time management and prioritization skills.
• Competence in managing pressure efficiently amidst a quick-paced collaborative atmosphere.
• Mastery of basic internet technology skills.

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