Burke & Herbert Bank
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Relationship Banker
role at
Burke & Herbert Bank .
Overview Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank's "Service Beyond Expectations" Begins with Me promise.
Responsibilities
Perform a broad variety of account opening and customer services
Open a wide variety of Consumer and Business Bank Accounts including loans and deposits
Identify and complete referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance
Ability to identify and cross-sell next bank services and products
Assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance
Assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products
When required, perform teller duties such as receiving deposits, checks, and payments, and processing withdrawals
Educate and profile clients using bank systems
Organize work to include sales tracking, plans, follow-up client calls, client onboarding and client retention
Adhere to all policies and procedures of the company
Follow operational procedures to include security
Make the promise of "Service Beyond Expectations" real and believable by following defined principles
Other Duties
Other duties as assigned.
Skills/Abilities
Must be comfortable and confident in a sales and service environment
Highly goal oriented
Must be able to be part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers
Must have and exhibit professional manners and good interpersonal skills
Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver
Other services as needed, such as Notary and NMLS registration
Education and Experience
High School diploma or equivalent required.
Prior retail banking experience preferred.
Prior customer service experience preferred.
Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office
Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.
Travel Travel may be required for this position.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
Seniority level: Entry level
Employment type: Full-time
Job function: Accounting/Auditing and Finance
Industries: Accounting
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Relationship Banker
role at
Burke & Herbert Bank .
Overview Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank's "Service Beyond Expectations" Begins with Me promise.
Responsibilities
Perform a broad variety of account opening and customer services
Open a wide variety of Consumer and Business Bank Accounts including loans and deposits
Identify and complete referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance
Ability to identify and cross-sell next bank services and products
Assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance
Assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products
When required, perform teller duties such as receiving deposits, checks, and payments, and processing withdrawals
Educate and profile clients using bank systems
Organize work to include sales tracking, plans, follow-up client calls, client onboarding and client retention
Adhere to all policies and procedures of the company
Follow operational procedures to include security
Make the promise of "Service Beyond Expectations" real and believable by following defined principles
Other Duties
Other duties as assigned.
Skills/Abilities
Must be comfortable and confident in a sales and service environment
Highly goal oriented
Must be able to be part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers
Must have and exhibit professional manners and good interpersonal skills
Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver
Other services as needed, such as Notary and NMLS registration
Education and Experience
High School diploma or equivalent required.
Prior retail banking experience preferred.
Prior customer service experience preferred.
Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office
Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.
Travel Travel may be required for this position.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
Seniority level: Entry level
Employment type: Full-time
Job function: Accounting/Auditing and Finance
Industries: Accounting
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