Banking Relationship Spclst

Job description

Job SummaryThe 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 DutiesConsult 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-sell Bank products by leveraging sales opportunities in assigned branch and by referring clients to other F&M departments for additional needs.Address and resolve client concerns to maintain valued client relationships.Open new personal and business accounts and/or perform maintenance in compliance with established policies and procedures.Explain Bank procedures and requirements prio...