Synovus
Relationship Banker or RB Sr - Sandy Springs
Job Summary
Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model. Consults with consumer and small business customers to identify, understand, and prioritize financial needs and to deepen relationships. Refers customers to internal and external partners for additional opportunities. Serves as the first line of defense in preventing fraud and mitigating risk. Demonstrates passion for delighting customers by living the Customer Covenant every day.
Job Duties and Responsibilities
Engage and consult with consumer and small business customers to identify, understand, and prioritize financial needs. Champion the customer's financial success through positioning product solutions and engaging appropriate partners.
Assist the branch RMM with developing and maintaining a quality, diversified loan portfolio, including consumer, small business, and real estate loan programs.
Pursue new business using sales management tools to proactively identify, retain and deepen current customer relationships and to identify and develop prospective clients or centers of influence.
Partner with branch RMM to prepare for sales calls to add value and strengthen personal relationships with customers. Conduct outside calling to small business owners. Collaborate with partners such as private wealth, financial planning, commercial banking and other line-of-business segments to strategize and develop comprehensive banking relationships.
Work proactively with bankers to maintain a consistent deposit and loan pipeline. Develop referral sources to generate business. Meet or exceed individual performance sales, referral and activity goals while supporting the goals of the branch and company. Establish and maintain relationships with community-based organizations in support of bank goals and programs.
Participate in daily kick-off and huddle activities, weekly sales meetings, and sales and training activities. Share product information and sales tips. Perform proactive outreach to customers and prospects during sales campaigns and promotions.
Open and service accounts. Interview consumer and small business loan applicants to identify loan opportunities and may process and close loans. Follow established policies and procedures with minimal exceptions. Ensure all operational tasks are completed and all exceptions are cleared in a timely manner.
Read, comprehend and comply with all communications and directives in a timely manner. Follow ethical practices in all activities related to the branch including operations, customer treatment and sales activities. Communicate effectively with leadership and coworkers to promote a positive and collaborative team environment.
Adhere to Branch Operations Standards, policies and procedures and regulatory guidelines to protect against risk. Maintain a high level of awareness to recognize and report suspected fraud. Follow the business code of conduct including reporting known or suspected violations to the appropriate Company authority in a timely fashion. Complete compliance and other assigned training on time.
Demonstrate professionalism in appearance, punctuality, and behavior. Maintain a clean, organized work area.
Be aware of risk within their functional area, observing all policies, procedures, laws, regulations and risk limits. Raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
Performs other related duties as required.
The information on this description indicates the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Synovus is an equal opportunity employer committed to fostering an inclusive work environment.
Minimum Education High school diploma or equivalent.
Minimum Experience 1+ years job-related experience, preferably in a banking, sales or customer service environment. May consider relevant college related programs in lieu of job experience.
Required Knowledge, Skills, & Abilities
Knowledge of bank services and products
Aptitude for consultative selling
Ability to establish, maintain and deepen customer relationships
Knowledge of state and federal banking compliance regulations
Strong interpersonal and communication skills
Strong customer service skills
Strong listening skills and a positive communicator
Proficiency using Microsoft Office software products
Preferred Knowledge, Skills, & Abilities
Bachelor's degree
Employment Type
Full-time
Job Function
Finance and Sales
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Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model. Consults with consumer and small business customers to identify, understand, and prioritize financial needs and to deepen relationships. Refers customers to internal and external partners for additional opportunities. Serves as the first line of defense in preventing fraud and mitigating risk. Demonstrates passion for delighting customers by living the Customer Covenant every day.
Job Duties and Responsibilities
Engage and consult with consumer and small business customers to identify, understand, and prioritize financial needs. Champion the customer's financial success through positioning product solutions and engaging appropriate partners.
Assist the branch RMM with developing and maintaining a quality, diversified loan portfolio, including consumer, small business, and real estate loan programs.
Pursue new business using sales management tools to proactively identify, retain and deepen current customer relationships and to identify and develop prospective clients or centers of influence.
Partner with branch RMM to prepare for sales calls to add value and strengthen personal relationships with customers. Conduct outside calling to small business owners. Collaborate with partners such as private wealth, financial planning, commercial banking and other line-of-business segments to strategize and develop comprehensive banking relationships.
Work proactively with bankers to maintain a consistent deposit and loan pipeline. Develop referral sources to generate business. Meet or exceed individual performance sales, referral and activity goals while supporting the goals of the branch and company. Establish and maintain relationships with community-based organizations in support of bank goals and programs.
Participate in daily kick-off and huddle activities, weekly sales meetings, and sales and training activities. Share product information and sales tips. Perform proactive outreach to customers and prospects during sales campaigns and promotions.
Open and service accounts. Interview consumer and small business loan applicants to identify loan opportunities and may process and close loans. Follow established policies and procedures with minimal exceptions. Ensure all operational tasks are completed and all exceptions are cleared in a timely manner.
Read, comprehend and comply with all communications and directives in a timely manner. Follow ethical practices in all activities related to the branch including operations, customer treatment and sales activities. Communicate effectively with leadership and coworkers to promote a positive and collaborative team environment.
Adhere to Branch Operations Standards, policies and procedures and regulatory guidelines to protect against risk. Maintain a high level of awareness to recognize and report suspected fraud. Follow the business code of conduct including reporting known or suspected violations to the appropriate Company authority in a timely fashion. Complete compliance and other assigned training on time.
Demonstrate professionalism in appearance, punctuality, and behavior. Maintain a clean, organized work area.
Be aware of risk within their functional area, observing all policies, procedures, laws, regulations and risk limits. Raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
Performs other related duties as required.
The information on this description indicates the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Synovus is an equal opportunity employer committed to fostering an inclusive work environment.
Minimum Education High school diploma or equivalent.
Minimum Experience 1+ years job-related experience, preferably in a banking, sales or customer service environment. May consider relevant college related programs in lieu of job experience.
Required Knowledge, Skills, & Abilities
Knowledge of bank services and products
Aptitude for consultative selling
Ability to establish, maintain and deepen customer relationships
Knowledge of state and federal banking compliance regulations
Strong interpersonal and communication skills
Strong customer service skills
Strong listening skills and a positive communicator
Proficiency using Microsoft Office software products
Preferred Knowledge, Skills, & Abilities
Bachelor's degree
Employment Type
Full-time
Job Function
Finance and Sales
#J-18808-Ljbffr