Salary Grade: 14R SUMMARY: In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Bank’s customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at a full-service Cape Cod 5 Retail Banking Center location. The Relationship Banker III will also serve as a mentor to the staff in the RB I and II roles. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES: • Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy) • Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures • Performs banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance and savings bond redemption • Safeguards customer trust by upholding duty of customer confidentiality • Must comply with all required laws, regulations, policies and procedures • Timely completion of all assigned learning activities • Actively participate in Banking Center meetings and one-on-one coaching sessions • Fulfills all Banking Center opening and closing activities • Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner • Proficient in determining customers’ financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial, Cash Management, etc. • Works to develop and maintain a comprehensive knowledge of the Bank’s products and services offered, taking responsibility to request assistance for further development needs, including consumer, business, non-profit, retirement, digital banking, debits cards, etc. • Assists customers in preparing loan applications for home equity products and other consumer loans • Participation/volunteerism in community groups and events • Additional duties as assigned • Responsible for providing overrides and mentoring for RB I and II staff EDUCATION, CERTIFICATIONS: • Bachelor’s degree preferred • Nationwide Mortgage Licensing System (NMLS) registration • Notary Public commission KNOWLEDGE, SKILLS & ABILITIES: • Minimum two years banking experience • Ability to mentor RB I and RB II team members • Ability to independently complete transactions and all platform services, including transactions, account opening (business and personal), home equity loans and lines, IRAs, etc. • Ability to execute more complex account openings and transactions independently, e.g., business accounts, • Demonstrated high level of judgement • Demonstrated ability to fulfill the Banking Center opening and closing activities • Proven customer relationship building experience • Ability to act as Banking Center vault custodian • Strong verbal and written communication skills • Critical thinking, decision making and problem solving skills • Must have cyber security awareness to protect the digital environment, the Bank, and customers • Ability to demonstrate core competencies for Relationship Banker III level COMPETENCIES: • Courage • Technology Savviness/Digital Enthusiast • Financial Comprehension • Adaptability and Flexibility • Sales Aptitude • Eager and Agile Learner #ZR