Relationship Banker

Description:

Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day.

WHAT YOU’LL DO

• Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals

• Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach

• Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution

• Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals

• Build new relationships through Community/Foundation involvement and existing member referrals

• Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members

• Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance

• Demonstrate vigilance in detecting and reporting fraud or irregular activities

• Ensure compliance with all applicable policies, procedures, and regulatory guidelines

• Achievement of goals and objectives provided by management

LET’S TALK IF YOU

• Have an Associate degree preferred, or combination of equivalent education and experience

• Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions

• Are Proficient in Microsoft Word and Excel

• Have the ability to multi-task to meet or exceed minimum performance standards

• Have effective verbal, written and listening communication skills

• Have strong interpersonal skills

• Have the flexibility to work out of any location at any time, as business needs dictate

• Have the ability to lift at least 10 pounds and stand for long periods of time