Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual channels, providing counsel while adopting a digital-first mindset. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions suited to each customer’s goals. The role builds and fosters client relationships through proactive outreach and follow-up, identifies solutions for new and existing clients, and maintains working knowledge of consumer and business banking products and services, including digital offerings. Relationship Bankers provide a consistent client experience, greet clients, process basic transactions, collaborate with branch team members, open consumer and business accounts, complete service requests, and submit credit applications. They educate clients about digital and self-service tools and use available resources and technologies to deliver accurate, operationally excellent service. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check; failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED