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Relationship Banker
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Based on New Jersey data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$74,453 / year median in New Jersey
+2% projected growth
Job Description
A Relationship Banker is the face of the Bank—providing a top-notch customer experience while supporting the financial goals of clients through thoughtful interactions, providing banking solutions and accurately processing all customer transactions within established guidelines. Key Responsibilities Accurately assist clients with banking transactions and maintain a cash drawer. Assist clients with questions (in-person, over telephone) regarding banking and escalate issues as needed. Open new business and person accounts and initiate wire transfers. Discuss loan options with customers, accept and exam applications and forward to the appropriate business partner. Provide clients with services and products to support clients' financial goals and refer to business partners: wealth management, residential lending, consumer lending and commercial lending. Coordinate and conduct consumer loan closings. Assist with ATM maintenance and cash vault. Complete all required logs and compliance activities. Education & Experience High school diploma/GED is required. Banking experienced required. Physical Requirements & Working Conditions Lobby/professional office environment with moderate sound. Manual dexterity and the ability to lift up to thirty (30) pounds. Ability to travel to branches, off-site training, and/or meetings as needed. Schedule Flexible to service clients during banking hours. Our Benefits We believe our associates are our greatest asset and are proud to offer a compensation and benefits package designed to support your health, financial security, and work-life balance. Our offerings include a range of medical, dental, and vision plans, paid time off and sick leave, retirement savings plan with employer match and resources to support your well-being. Associates have the potential to benefit from a stock ownership program and annual bonus based on both individual and bank performance. EOE v/d