Client Relationship Specialist

6 days ago


Vancouver, British Columbia, Canada Webster Bank Full time

About Webster Bank

Webster Bank is a leading commercial bank that has been serving its clients and communities since 1935. Our focus is on putting people first and helping individuals, families, businesses, and our colleagues achieve their financial goals.

Our Values

We are guided by our core values of Integrity, Collaboration, Accountability, Agility, Respect, and Excellence. These values set us apart as a bank and as an employer.

Job Summary

The Relationship Banker I role is responsible for providing services to Banking Center customers and assisting the team in achieving sales, service, and operation goals. This role will process all customer-related financial transactions in accordance with the rules, regulations, and guidelines of the Bank.

Key Responsibilities

  • Respond to customers' needs in an accurate and timely fashion, capitalizing on resources and tools available.
  • Evaluate the needs of clients and offer appropriate financial products and services through needs-based conversations to build and deepen relationships.
  • Perform routine teller transactions such as deposits, withdrawals, check cash, loan payments, and other transactions.
  • Support segmentation strategy by implementing sales, retention, and other bank initiatives to execute Banking Center's growth and profitability objectives.
  • Expected to achieve/exceed both individual and team goals in sales, service, and operations.
  • Maintain compliance with Federal and State regulations as well as bank policies and procedures. Meet/exceed branch audits and operations evaluation requirements.

Requirements

  • High school diploma/GED required; Associate's or Bachelor's degree preferred.
  • 2-3 years of customer service and needs-based banking sales experience preferred.
  • Ability to work a flexible and/or rotating schedule. May be required to work Saturdays, Sundays, and extended hours. Travel may be required to alternate Banking Centers.
  • Self-starter and highly motivated.
  • Working knowledge of all products and services.
  • Keeps current with all systems used for branch transaction processing.
  • Demonstrates strong customer service skills and the ability to support teamwork, creating a positive working environment.

Compensation

The estimated salary range for this position is $ to $ USD an hour. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.



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