Relationship Banker

Overview: The primary functions of a Relationship Banker are to sell and service bank products for customers as well as the referral of non-bank products. Relationship Bankers must meet established sales performance standards and build and maintain positive relationships with customers. The Relationship Banker is expected to be a customer experience champion and dales producer with the ability to build relationships. This position requires the individual to adhere to and support First Niagara Bank’s Statement of Values.

Key Responsibilities:

SALES EXPECTATIONS Prioritize and deploy the most efficient high impact sales activities to generate sales outcomes to reach goal Convert service requests to salesOnboard customersMaximize sales efforts with walk-in opportunitiesFocus and exhaust proactive sales efforts with existing customers before generating your own initiativesFully leverage available sales tools, prescribed in-branch routines, call lists and best practices to increase sales productivitySALES INTERACTION EXPECTATIONS Achieve sales through consistent profiling, cross-sell and follow-up activitiesUse CRM to document customer interactions, sales activities, facilitate follow-up and forecast sales results Consistently apply our sales model with every customerSERVICE EXPECTATIONS Provide a consistent and exceptional customer experience that helps contribute to the attainment of branch customer satisfaction and loyalty targets (Drive for “5”)Demonstrate exceptional customer service behaviors to create advocacy and earn the right to expand relationshipsDo what’s best for the customer by promoting referrals to the most appropriate team members and cross-functional business partners as appropriateEnsure and promote personal ownership for all customer issues through resolutionPEOPLE EXPECTATIONS Be a positive and effective team player by helping others on the team achieve successProactively seek coaching to development service and sales skills and identify and share ways coaching would be most beneficial to youADMINISTRATIVE/OPERATIONAL EXPECTATIONS Perform client sales and servicing transactions with operational proficiencySupport branch security procedures and handlings while maintaining operational proficienciesTransact business in accordance to Bank Policies and regulationsStay informed and become knowledgeable in understanding operational changes, as they occurMust adhere to pertinent laws, regulations, First Niagara’s Compliance Policy and external compliance requirements

QUALIFICATIONS:

Required Skills: High School Diploma or GED required1 year customer service experience and sales and cash handling experienceMust successfully register and maintain registration annually with The National Mortgage Licensing System and Registry in compliance with the Secure and Fair Enforcement for Mortgage Licensing (S.A.F.E.) Act Notary licenses preferredPC knowledge, including a working knowledge of Word and Excel Commitment to superior customer service