We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we’ve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.
About The Role
The Relationship Banker position is a cross-functional position in the retail banking group. While encompassing the traditional teller/cashier position by conducting transactions for clients and other departments within the bank, this position is also expected to proactively sell and refer a wide range of banking products, provide consultative financial and technical support to clients, and act as a liaison between clients and other lines of business. This position is not a management position but may be expected to exhibit leadership as it relates to the tasks and projects assigned. As the “front line” staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service.
What You’ll Do
Explain, promote, and sell products and services to support company and individual goals through in-branch opportunities, generating referrals, and proactive calling on leads.
Provide excellent customer service throughout the client relationship, uncovering opportunities to enhance and/or deepen existing relationships.
Coordinate with other departments as needed to provide a wide range of financial solutions and to ensure problem resolution, providing follow-up as needed to ensure the customer needs were met.
Possess a deep understanding of banking fundamentals as well as CFBank services, products, and regulatory requirements.
Conduct a wide range of daily customer transactions including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening and closing deposit accounts, ATM balancing (where applicable), and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements.
Help to ensure branch compliance, assisting with internal and external audits as needed.
Comply with internal security policies and procedures and maintain customer confidentiality at all times.
Register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements
Desired Qualifications
Experience and Knowledge: A high school diploma or GED is required for the position. Experience in banking is ideal as this position will require strong product knowledge and cross-selling skills! Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Proficient computer skills are required and the ability to learn various Banking Software programs.
What We Offer
Competitive compensation package including annual bonus opportunity that includes both cash and stock ownership
Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
Professional development opportunities including educational/training opportunities
“Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting
Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
One of the most collaborative environments you’ll find, with a team of hard-working mutually invested professionals who are excited about shared success
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
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