Relationship Banker - Watertown Square Financial Center
Overview
The Relationship Banker at Watertown Square Financial Center leads client interactions in the lobby to educate and assist with transactions via self-service options. This role focuses on accurate cash processing and deep client conversations to align solutions with financial goals. The ideal candidate thrives in a collaborative environment and drives client satisfaction.
What You'll Do11
- 1Executes the bank's risk culture and strives for operational excellence
- 2Builds relationships with clients to meet financial needs
- 3Follows established processes and guidelines in daily activities to do what is right for clients and the bank
- 4Grows business knowledge and network by partnering with experts in small business lending and investments
- 5Manages financial center traffic appointments and outbound calls effectively
- 6Drives the client experience through personalized service
- 7Manages cash responsibilities including secure transaction handling
- 8Collaborates with cross-functional teams to solve complex client issues
- 9Adapts to dynamic environments while maintaining regulatory compliance
- 10Identifies opportunities to enhance client engagement strategies
- 11Utilizes CRM tools to track client interactions and preferences
Requirements11
- 1Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
- 2Collaborates effectively to get things done, building and nurturing strong relationships
- 3Displays passion, commitment and drive to improve clients' financial lives
- 4Confident in educating clients on self-service technologies like ATM online banking mobile banking
- 5Communicates effectively and confidently engaging all clients
- 6Has the ability to learn and adapt to new information and technology platforms
- 7Is confident in following established processes and guidelines adhering to all applicable laws and regulations
- 8Efficiently manages time and capacity focusing on results while acting in the best interest of the client
- 9Must be able to work weekends and/or extended hours at any financial center location within a reasonable distance
- 10Possesses a high school diploma or equivalent degree
- 11Demonstrates adaptability and problem-solving skills in fast-paced environments
Salary Insight
$52 - $54k per year
Location
Required Skills
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