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Relationship Banker III (Pine Hills)

Cape Cod Five Cents Savings Bank
Job Description

In this customer facing role, the Relationship Banker  III will provide exceptional customer care to the Bank’s customers assisting them with banking transactions, inquiries, problem resolution and account opening, assistance with loan applications at a full-service Cape Cod 5 Retail Bank location in the Provincetown.  

ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:

  1. Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
  2. Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
  3. Performs basic banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance and savings bond redemption
  4. Safeguards customer trust by upholding duty of customer confidentiality
  5. Works to develop a comprehensive knowledge of the Bank’s products and services offered, taking responsibility to request assistance for further development needs
  6. Must comply with all required regulations, guidelines, and policies
  7. Timely completion of all assigned learning activities
  8. Actively participate in branch meetings and one-on-one coaching sessions
  9. Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures.
  10. Learns to fulfill all branch closing activities
  11. Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner
  12. Proficient in determining customer’s existing and prospective financial needs and identifies referrals to other business lines (Investment Services, TAM, Commercial, Cash Management, etc.)
  13. Maintain a working knowledge of product and service offerings including consumer, business, non-profit, retirement, Online Banking, BillPay, debits cards
  14. Assists customers in preparing loan applications for home equity products and personal loans
  15. Participation/volunteerism in community groups and events
  16. Additional duties as assigned

EDUCATION, CERTIFICATIONS:

  • Bachelor's Degree or 5 years of financial services experience and pursuing degree
  • NMLS registration
  • Require notary after hire

Knowledge Skills and Abilities

  • Minimum one year cash handling experience preferred
  • Minimum one year customer service experience
  • Prior customer relationship building experience
  • Must have cyber security awareness to protect the digital environment, the Bank, and customers

COMPETENCIES:

  • Problem Solving
  • Relationship Building Skills
  • Proficient Verbal and Written Communication Skills
  • Critical Thinking Skills
  • Courage
  • Technology Savviness/Digital Enthusiast
  • Financial Comprehension
  • Adaptability and Flexibility
  • Sales Aptitude
  • Eager Learner
  • Learning Agility
  • Superior Customer Service

PHYSICAL DEMANDS

  •  (Physical effort generally associated with position) Frequent standing and moving throughout work location.    Must also be able to: lift coin (about 50 lbs) and carry it between the vault and the teller line; crouch down to about 2 feet off the floor to reach safe deposit boxes; utilize branch equipment such as ATM, check scanner, cash dispenser/recycler, coin counter, coin roller, adding machine, office equipment, and computer.   There is a large amount of repetitive movement of fingers and hands in order to complete forms, type and use the computer terminals.   Must be able to relay information to and from customers and other employees verbally and in writing.   Ability to obtain information from computer monitor to process transactions. Must be at work, ready to work, within assigned time schedule.Internal -- Work is normally performed in a climate controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc). No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings. Position may require standing at a work station. Frequent interaction with Bank customers. External -- Some travel to remote Bank locations will be required; this will include some overnight travel, not to exceed 5%. Environmental conditions are regular office and branch locations of the Bank. 
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  • WORKING CONDITIONS: (Typical working conditions with this type of work and environmental hazards, if any, that may be encountered in performing the duties of this position)
  • WORKING RELATIONSHIPS/CONTACTS: (Positions with which incumbent has most frequent contact) Existing and potential retail and commercial customers; branch staff; Bank managers and employees; other Bank representatives.
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