Banking Relationship Specialist

Job description

Job Summary The Banking Relationship Specialist (BRS) is responsible for providing excellent customer service and sales and performing teller transactions for clients at branch locations. This includes functioning as both a Banking Relationship Specialist and Teller as deemed necessary when the branch experiences a greater volume of client traffic. The BRS is responsible for assisting in account set-ups by completing administrative forms and processes, researching, and resolving account problems and conducting essential follow-up with clients as necessary and in accordance with established Bank policies and procedures. Essential Duties: Banking Relationship Specialist Levels & Classifications The Banking Relationship Specialist position has multiple levels, and each level is defined in the Banking Relationship Specialist Classifications document. The Reserve Banking Relationship Specialist Classifications document will include additional essential duties and required knowledge and skills for each level. - Consult with clients and prospects about their financial goals and needs and identify and promote F&M products and services that best meet those requirements. - Actively cross-sel...