[SUMMARY: The Relationship Banker will primarily focus on product sales and customer service. The associate develops new customer relationships and strengthens existing relationships by ensuring each customer is aware of and offered appropriate products and services to meet their existing and future financial needs. The Relationship Banker provides expert product advice, clear and concise directions on the use of self-service banking solutions, transacts business accurately and provides account servicing and problem resolution per established procedures and regulations. The Relationship Banker is a leveled position, beginning with Level 1 and advancing to Level 3 that focuses on product sales and customer service. Level 4 is reserved for associates that have met the qualifications to advance into a leadership position.]{calibri",sans-serif"=""}
Level 1 Training: Primary focus will be training and development while working with a seasoned mentor. Progression to Level 2 is dependent upon successful completion of all training.
Level 2 - Proficient: Works independently on routine tasks and with general guidance on complex tasks. Demonstrates superior product knowledge and excellent needs-based selling skills. Upon the recommendation of the Branch Manager or Regional Management and upon demonstrated proficiency in all performance expectations, the associate will advance to Level 3.
Level 3 - Advanced: Demonstrating independent action and high initiative, the associate resolves problems, develops recommendations and determines the course of action on new tasks. Tasks could range from complex to highly specialized in nature. Additionally, the Level 3 will also serve as a mentor to Level 1 associates.
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- Level 4 - Management Track: Exhibits the determination and potential to succeed into management. The associate at this level will assume a leadership role in planning and executing daily and special activities for the branch and could occasionally cover the managers responsibilities during their absence.