WAS IS A RELATIONSHIP ASSOCIATE ?

The Relationship Associate champions exceptional customer service, embodying attributes like accountability, collaboration, and innovation. With a positive attitude, strong character, and a passion for proactive engagement, they excel in building and expanding client relationships. This dedicated professional takes ownership of meeting relationship-building goals, actively collaborates with the team, and employs innovative approaches to address customer needs.

Need-to-Know Overview of a Relationship Associate

1. Relationship Associate Duties and Responsibilities

  • Amazing Attitude: approachable, coachable, motivated, professional, says YES, making a difference
  • Character: mannerly, respectful, selfless, sense of humor, kindness, integrity, sincerity
  • Accountability: honesty, responsible, ownership, responsive
  • Passion: energetic, outstanding, urgency, initiative
  • Collaboration: communication, compromise, open minded, solution oriented, receptive, cooperative
  • Innovation: courageous, curiosity, creative, forward thinking, inventive
  • Responsible and held accountable for meeting individual relationship building goals.
  • Proactively collaborate with team to serve customers.
  • Proactively educate clients on utilizing available access channels.
  • Make personal connections, and actively engage customers in conversations and listen to get to know them.
  • Expand and increase client relationships through active referrals.
  • Proactively uncover needs by regular review and profiling customers.
  • Proactively reach out to customers to discuss banking needs.

2. Relationship Associate Skills, Experience, Qualifications

  • High School Diploma or equivalent
  • 2 years' experience desired but not required.
  • Excellent written and verbal communication skills.
  • Excellent customer service skills.
  • Proficient knowledge of products and services, including but not limited to TM products.
  • Proficient in opening and maintaining business and personal accounts including but not limited to IRAs.
  • Demonstrate a proficient level of knowledge of applicable federal, state, and local laws and regulations; as well as, policies and procedures.
  • Ability to work independently with assigned tasks.
  • Provide transactional customer service
  • Accept and process deposits, withdrawals and payments and handle other over the counter and mail transactions
  • Maintains operational logs and retention schedules.
  • Efficient vault management.