Relationship Banker at Burke & Herbert Bank & Trust

Job DescriptionJob DescriptionUnder the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank’s “Service Beyond Expectations” Begins with Me promise.Essential FunctionsReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Perform a broad variety of account opening and customer servicesOpens a wide variety of Consumer and Business Bank Accounts including loans and depositsIdentifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and InsuranceAbility to identify and cross-sell next bank services and productsWill need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistanceMust be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan productsWhen required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals.Will be asked to educate and profile clients using bank systemsWill be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retentionAdheres to all policies and procedures of the companyFollows operational procedures to include securityRelationship Bankers will make our promise of “Service Beyond Expectations” Begins with Me real and believable by following our defined principlesOther DutiesOther duties as assigned.Skills/AbilitiesMust be comfortable and confident in a sales and service environmentHighly goal orientedMust be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service TellersMust have and exhibit professional manners and exhibit good interpersonal skillsMust have computer knowledge, good typing skills, math skills, and be a good listener and problem solverOther services as needed, such as Notary and NMLS registrationEducation and ExperienceHigh School diploma or equivalent required.Prior retail banking experience preferred.Prior customer service experience preferred.Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch officeSupervisory ResponsibilityThis position has no supervisory responsibilities.Work EnvironmentThis job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.Physical DemandsThis position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.TravelTravel may be required for this position.Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status