Relationship Banking Officer, Monroe Branch (full-time)

The Relationship Banker - Consumer Affluent is responsible for retaining and deepening relationships with a portfolio of Relationship Customers while delivering exceptional service and fulfilling retail banking needs.

The role works collaboratively with a cross-functional team to identify opportunities to transition customers into the Dedicated Banking segment, supporting the bank's Bullseye Banking strategy.

Guided by the core values of dependability, approachability, and resilience, this position upholds the bank's Always Here commitment and contributes to building value for customers.

Key Responsibilities: 
1.

Customer Retention - Retain a portfolio of Relationship Customers by delivering outstanding service, resolving problems promptly, and addressing customer needs effectively. 
2.

Cross-Functional Collaboration - Partner with Dedicated Bankers and internal teams (Commercial, Small Business, Cash Management, and Wealth Management) to deepen customer relationships and transition Relationship Customers into the Dedicated Banking segment and transition Solution Customers into Relationship Customers. 
3.

Support for Dedicated Bankers - Fulfill retail banking requests for both Relationship-Consumer Affluent, Small Business, and Dedicated customers, ensuring seamless service and support. 
4.

Proactive Outreach - Conduct regular outreach to assess customer needs, ensure satisfaction, and identify opportunities to strengthen engagement with the bank.  

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