Senior Relationship Banker

Position Purpose:

The Senior Relationship Banker will perform the full functions of a Relationship Banker and in the absence of the Retail Branch Manager (RBM), this role will oversee daily branch operations allowing for growth and learning opportunities.

Job Duties and Responsibilities:

- Perform daily operational leadership of the branch when the RBM is out of the office.

- Build trust and respect among other retail team members and be a go-to member of the retail team when additional support is needed.

- Be a strong leadership example of our Vision, Mission & Core Values for all other team members to follow.

- Operate in a fully universal function by performing Relationship Banker responsibilities and also supporting the lobby and drive thru service line as needed.

- Maintain and demonstrate advanced knowledge of current bank products and services to provide accurate guidance to customers.

- Efficiently and accurately open new accounts per customer requirements.

- Quickly process routine financial transactions for customers including deposits and withdrawals, loan payments, and cashiers checks, while ensuring regulatory compliance and adherence to internal procedures.

- Establish and maintain client deposit accounts.

- Perform follow-up activities and outbound calls for new and existing customers

- Maintain advanced knowledge of and ensure compliance with applicable regulatory requirements and internal policies and procedures.

- Expand and retain new and existing customer relationships.

- Assess customers banking needs to provide guidance and appropriate products so the customer can recognize possibilities and strategies that will help them build and strengthen their financial position.

- Build a thorough profile for each customer and maintain frequent personal, phone or email contact to grow and strengthen customer relationships.

- Proactively identify and retain at risk customers.

- Partner with other departments within the bank to identify sales opportunities and provide awesome customer experiences.

- Provide the highest quality of customer service by promptly addressing concerns and escalate to leadership when appropriate.

- Make use of advertising leads, lists, personal contacts, referrals from the bank and branch customer base to build a book of business.

- Answer incoming calls promptly and professionally.

- Open safe deposit boxes when necessary.

- Research accounts for customers as necessary.

- Effectively train less experienced employees.

- Complete required annual training and maintain knowledge relevant to the role.

- Participate in bank and community initiatives to strengthen visibility and reinforce Firstars commitment to the communities it serves.

- Perform additional responsibilities as assigned in support of the Banks priorities and objectives.

Qualifications

Skills and Abilities Required:

- Ability to identify customer needs and present banking solutions and products.

- Recognize closing opportunities while retaining and growing customer relationships.

- Ability to initiate customer contact through letters, email, telephone, or personal contact.

- Ability to build professional relationships with coworkers and customers.

- Interpersonal/service-oriented skills and aptitude.

- Excellent written and oral communication skills; ability to encourage open communication by actively listening attentively and then translating knowledge into a written business case.

- Ability to exercise independent judgement by quickly and accurately analyzing information and making decisions.

- Be responsive in a fast-paced, fluid environment while maintaining a service-oriented mindset and excellent organizational skills.

- Maintain a high level of professionalism.

- Maintain high integrity and outstanding work ethic.

- Ability to maintain confidentiality is a requirement.

- Strong computer skills; proficient in Microsoft Word, Excel, and Outlook.

- Strong sense of initiative; self-motivated.

Experience and Education Requirements:

- Minimum four (4) years of face-to-face customer service experience required.

- Minimum two (2) years as a Relationship Banker, or equivalent, experience required.

- High school diploma, or equivalent.

Physical Requirements:

- Ability to work in a banking environment requiring a combination of sitting, standing, walking, and moving throughout the banking center during the workday.

- Occasional bending, reaching, stooping, or lifting as needed to retrieve files, office supplies, cash drawers, or other materials.

- Ability to occasionally lift and/or move items weighing up to 25 pounds.

- Ability to effectively communicate with customers, coworkers, and community contacts in person, by telephone, and through written and electronic communications.

- Ability to review documents, forms, and computer screens and perform tasks requiring attention to detail and accuracy.

Core Values in Action:

- Integrity : Leads by example with ethical decision-making, honesty, and accountability.

- Trust : Builds confidence through transparent communication and consistent follow-through.

- Respect : Treats others with kindness, professionalism, and appreciation for diverse perspectives.

- Better Together : Fosters collaboration and teamwork to achieve shared goals through strong, trust-based relationships.

- Client & Community Focused : Puts clients and community first through responsive service and meaningful engagement.

Firstar Bank is proud to be an Equal Opportunity Employer: EEO/M/F/Disabled/Vets