Relationship Banking Associate

Lee, MA 01238, United States

Job Description


The role of the Relationship Banking AssociateIIis to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal andexternal customers. This individual will be responsible for the efficient and timely processing of moderatelycomplextransactions and other services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will helpfulfill the customer\'s need(s). This interaction may be in person orthrough a variety of interactive communicationchannels. Additionally,the Relationship Banking AssociateIIwillserves as a subject matter expert in variousoperationaland technicalsupportfunctions.
Education and Experience:

  • High School Diploma or Equivalent
  • Minimum one year experience in related banking positions or equivalent sales/customer service experience


Skills and Abilities:
  • Enhances the company service level by accepting ownership for accomplishing new and different customer requests.
  • In-depth knowledge of bank products and services and the ability to convey [product and service] functionality through both written and verbal communication.
  • Excellent listening & communication skills.
  • Ability to approach, identify and have conversations with customers and identify needs and opportunities.
  • Organizational, interpersonal and customer relations skills which also includes problem solving and decision making skills.
  • Ability to function in a fast paced, ever changing environment.
  • In-depth knowledge of various systems including (but not limited to) Aperio, FiServ CWS, Signature UI, Architect Admin Portal, Nautilus, etc.
  • Must be able to navigate multiple systems simultaneously in order to address and respond to customer requests in a timely manner. (Multi-tasking).
  • This position requires the ability to clarify, research, uncover solutions, resolve issues or escalate unresolved problems.
  • Ability to work well with pe

Beware of fraud agents! do not pay money to get a job

MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.


Related Jobs

Job Detail

  • Job Id
    JD4265482
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Lee, MA 01238, United States
  • Education
    Not mentioned