About our Client
We are looking for a Relationship Banker for a Nationwide bank, located in Eugene, OR.
About the Role
Strengthens customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions
Acquires and deepens the branch customer base through a variety of proactive sales and service activities
Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing
Collaborates with ecosystem partners to grow customer's share of wallet
Positions solutions to drive new revenue and customer loyalty
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty
Delivers a full conversation with every client interaction to identify appropriate solutions
Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience
Performs lobby engagement activities to connect with customers and position products to meet their needs
Educates customers on options for managing financial transactions by leveraging technology, tools and resources
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits
Demonstrates a heightened scrutiny to identify and avoid loss
Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support Enterprise Risk Management Framework
Requirements
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role
Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties
Typically requires 3+ years experience
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