Rosedale Bank · 4 days ago
Relationship Guide
Rosedale Bank is a community bank with a rich history and a commitment to customer service. They are seeking a Relationship Guide to deliver exceptional customer experiences while assisting with banking needs and educating customers about their products and services.
Financial Services
Responsibilities
Create a personalized, responsive, and convenient customer experience
Engage in meaningful conversations to understand customer needs
Provide timely, accurate, and thorough service
Learn and promote all Bank products and services, highlighting benefits tailored to customer needs
Educate customers on digital banking tools and guide them through processes like online banking and ATM PIN resets
Process a variety of transactions including deposits, withdrawals, loan payments, and official checks
Handle CD penalties, stop payments, ACH stop payments, currency transaction reports, PIN resets, disputes, and debit card orders
Follow all cash handling, security, and operational procedures
Perform other duties as assigned
Qualification
Required
High school diploma or equivalent
0–2 years of customer service experience; cash handling experience preferred
Excellent customer service, verbal, and written communication skills
Strong interpersonal skills and a customer relationship focus
Detail-oriented, dependable, and adaptable
Ability to count large sums of cash and coin
Basic computer skills and problem-solving ability
Team-oriented with a commitment to professionalism and integrity
Must be able to remain standing for 50%–75% of the time
Occasionally move around the office to access files and equipment
Frequent use of computers and office equipment (calculator, copier, printer)
Ability to work at other branch locations based on business needs
Flexible schedule including evenings and weekends
Must be able to lift up to 60 pounds
Benefits
401(k) - fully vested employer match and discretionary year end employer profit share contribution
Health Savings Account with generous employer contribution
Wide variety of Voluntary Benefit Options
Employer subsidized Health & Wellness Fitness Program
Generous paid time off including Birthday Day Off
Paid Parental Leave
RISE Employee Recognition Program
Paid Community Outreach Hours
Company
Rosedale Bank
Rosedale Bank has deep roots in the Baltimore area and we’re proud to be part of the communities we have served for over 110 years.
Funding
Current Stage
Growth StageLeadership Team
Recent News
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