Relationship Specialist
Relationship Specialist
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Job Description
BankProv:
BankProv is the nations 10th oldest bank proudly rooted in a legacy of trust and reliability. As a fullservice commercial bank we offer a unique blend of traditional banking services and innovative financial solutions tailored to meet the evolving needs of our diverse clientele. We provide fully insured business accounts advanced cash management tools and a variety of lending options including small business commercial real estate business acquisition finance and mortgage warehouse facilities.
Our commitment to our community goes beyond banking. We are dedicated to fostering financially strong and thriving communities investing in our clients success and supporting the growth of local businesses. As a subsidiary of Provident Bancorp Inc. (NASDAQ: PVBC) we leverage our heritage and forwardthinking approach to make a positive impact.
Our culture at BankProv is built on a foundation of core values: collaboration empathy courage and innovation. We believe in working together to achieve common goals understanding and addressing the needs of our clients and colleagues taking bold steps to overcome challenges and constantly seeking new ways to improve and evolve. We are looking for techsavvy individuals who share our values and are eager to help us drive the future of banking.
BankProv operates within the Entrepreneurial Operating System (EOS) model embodying an entrepreneurial spirit that drives us to be curious embrace change and push beyond our comfort zones. Join us as we shape the future of banking.
Position Summary:
The Relationship Specialist provides exceptional client experience by handling banking transactions addressing account inquiries and resolving client concerns. This role involves providing tailored product and service recommendations ensuring accurate processing of financial transactions accurately and managing the opening and maintenance of new deposit accounts while upholding the integrity of client information.
Additionally the Relationship Specialist focuses on building lasting relationships with clients contributing to branch sales targets and delivering a seamless positive banking experience.
Client Experience:
Greet clients warmly and assist with their inquiries regarding accounts products and services.
Provide accurate information about banking products such as personal and business checking accounts and savings accounts.
Address and resolve client concerns and complaints in a professional manner.
Transaction Processing & Account Management:
Process deposits withdrawals transfers and payments accurately.
Ensure compliance with bank policies procedures and regulations during transactions.
Handle cash and check transactions maintaining accuracy and confidentiality.
Open and maintain personal and business accounts.
Assist clients updating account information and completing transactions.
Educate clients on features and benefits of BankProv.s products and services.
Sales and Referrals:
Identify client needs and recommend appropriate banking products and services.
Crossselling of financial products. Participate in sales campaigns and work towards achieving individual and branch targets.
Refer clients to branch leadership for cash management services and lending opportunities.
Branch Operations and Compliance:
Ensure compliance with bank policies procedures and regulatory requirements.
Assist the Senior Relationship Specialist to ensure audit completion.
Follow security measures for handling cash and confidential information to prevent potential fraud and loss.
Preferred Knowledge Skills and Abilities:
Excellent client experience and relationshipbuilding skills.
Strong problemsolving and decisionmaking abilities.
Salesoriented with a focus on contributing to branch targets.
Attention to detail and ability to handle transactions accurately.
Ability to problemsolve effectively with a client first mindset.
Strong written and verbal communication skills and the ability to effectively communicate with clients and colleagues.
Ability to work effectively within a team environment.
Strong organizational skills with the ability to prioritize tasks.
Basic math skills and proficiency with computers and bank software.
Comfortable assisting clients over the telephone.
Embraces BankProv.s core values of Empathy Courage Collaboration and Innovation
Preferred Education and Experience:
High school diploma or GED required.
Minimum of 1 year of retail banking experience.
Physical Demands and Work Environment:
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing duties of this job employees may occasionally be required to stand; walk; sit; use hands or feel objects tools or controls; reach with hands and arms; speak clearly and hear efficiently. Employees may occasionally lift and/or move up to or in excess of 10 pounds. Specific vision abilities may be required by the job include close vision distance vision color vision peripheral vision depth perception and the ability to adjust focus. Prolonged periods of sitting at a desk and working on a computer.
Travel:
Availability to travel on short notice to meet immediate business needs may be required.
Note:
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other jobrelated instructions and to perform any other jobrelated duties requested by any person authorized to give instructions or assignments.
BankProv is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin or protected veteran status and will not be discriminated against based on disability. If you need assistance or accommodation completing the employment application please contact us at and we will gladly assist you.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
