103 - Grantsville - Relationship Advisor I at First United Bank & Trust in Grantsville, Maryland

Job Description:

103 - Grantsville - Relationship Advisor I

 

Job Title: Relationship Advisor I

 

Supervised by: Sr. Relationship Advisor or Director of
Retail 

 

Supervises: None

 

 

Basic Qualifications

 

Education/Training:  A high school diploma or equivalent
required, an Associate Degree in financial related discipline preferred;
successful completion of First United Bank & Trust Training Program; obtain
and maintain appropriate Bank Product Knowledge Certification.

 

Skill(s):  Above average communication (face to face,
phone and written) and interpersonal relations skills; proficient analytical
and mathematics skills; above average attention to detail; ability to multi
task; PC and Internet proficient; proficient eye-hand coordination; ability to
operate various office machines; ability to lift approximately fifty (50) lbs.
of coin; visual and auditory skills.

 

Experience:  One (1) – two (2) years’ previous work
experience in sales, customer service and /or cash handling experience
preferred.

 

General Responsibilities

 

Relationship Advisor performs a broad range of
tasks with general complexities and scope to include both teller and platform responsibilities. 
This position welcomes and establishes relationships by getting to know the
customer to provide an uncommon customer experience. Builds rapport with new
and existing customers by utilizing the CARE Program process to meet and support
individual, business and organizations goals and values.  Must display
principles of core values including teamwork, accountability, passion for
helping others, communication, service oriented and continuous improvement.

 

Essential Duties

 

1. Operations

 

          a. Processes
checks, cash and the sale of negotiable instrument transactions adhering to the
banks current policies and procedures.

          b. Balances
cash drawer as required and monitors own work for accuracy.

          c. Resolves
problems or discrepancies on customer accounts in a timely manner.

          d. Includes
appropriate people in decision-making process.  Follows instructions and
responds to management direction.

          e. Performs
daily branch activities such as safe deposit duties, opening and closing branch
and vault, other duties as assigned.

          f. Follows
all safety, security and compliance procedures.

          g. Schedule
and prioritize work activities, effectively handling frequent interruptions
while following up on commitments in a timely manner.

          h. Follows a
robust training curriculum and applies learned skills to maximize customer
engagement and experience.

          i. Adheres to
First United Bank & Trust’s culture and brand.

 

2. Sales & Uncommon Customer Experience

 

         a. Providing
uncommon customer experience by adhering to the service standards in the
attached document.

         b. Responds
promptly to general customer needs and requests for service.

         c. Exhibits
good listening skills and speaks clearly in positive and negative situations.

         d. Maintains
up to date knowledge of all products, services, technology and regulations.

         e. Confidently
recommends appropriate products and services designed to meet customer needs in
a pleasant and professional manner, building rapport and demonstrating a
genuine interest in helping the customer.

         f. Recognize
and recommend appropriate solutions through a series of relevant questioning
utilizing our CARE Program tools to meet or exceed individual sales goals.

        g. Ability to
balance business needs with customer requests while managing potential risk and
profitability to the bank.

        h. Personalizes each
customer interaction while accurately processing banking transactions.

        i. Maintains strong
customer relationships to expand cross sell opportunities and expanding
customer relationships.

        j. Able to
effectively discuss process and open all types of deposit products.

 

 

3. Teamwork

 

        a. Actively
participates in branch daily huddles and follows through on team commitments.

        b. Recognizes
referral opportunities and initiates introductions to other lines of business
(Team Sales).

        c. Contributes to a
positive working environment by developing trusting and cooperative
relationships with customers and work associates.

       d. Applies
constructive feedback to improve individual performance.

 

4. Coordinates specific work tasks with other
personnel within the department as well as with other departments in order to
ensure the smooth and efficient flow of information.

 

5. Abides by the current laws and organizational
policies and procedures designed and implemented to promote an environment
which is free of harassment and other forms of illegal discriminatory behavior
in the work place.

 

6. Cooperates with, participates in, and
supports the adherence to all internal policies, procedures, and practices in
support of risk management and overall safety and soundness and the bank's
compliance with all regulatory requirements, e.g. Community Reinvestment Act
(CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.

 

7. Reports pertinent information to the
immediate supervisor as requested, or according to an established schedule;
compiles information as necessary or as directed and provides data to
appropriate bank personnel.

 

8. Responds to inquiries relating to his/her
particular area, or to requests from customers, other bank personnel, etc.,
within given time frames and within established policy.

 

9. Performs other related duties as assigned.

 

 

Ancillary Duties

 

Performs tasks which are supportive in nature to
the essential functions of the job, but which may be altered or re-designed
depending upon individual circumstances.

 

Job Location

 

Various locations as assigned

 

 

Equipment/Machines

 

Telephone

Calculator

Copy/fax/scanning/printing machine

PC/Computer keyboard

Currency/Coin machines

Branch Capture equipment

Cash advance/Cash dispense/Cash recycler
equipment

ATM machines

Sorter

Currency verifier

Combination lock

Check cutter

Office doors & security equipment

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