Float Senior Relationship Banker - Santa Fe, NM
About The Position
The Float Relationship Banker builds and strengthens customer relationships while providing flexible support across multiple branch locations. This role engages customers through in-person interactions, scheduled appointments, and virtual channels to deliver trusted financial guidance with a digital-first mindset. As an experienced banker, the Float Relationship Banker adapts quickly to different branch environments, fills staffing needs, shares best practices, and provides coaching and on-the-job support to less experienced bankers. Strong client relationships are built on trust, understanding customers’ financial goals, and identifying solutions that meet their unique needs. The Float Relationship Banker assesses and addresses banking needs, obtains and processes customer and account information, educates customers on deposit and lending products and services, and recommends appropriate financial solutions. By combining customer expertise with operational flexibility, this role helps ensure a consistent client experience and supports the success of branch teams across the market.
Requirements
- National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record
- High school diploma or equivalent
- Five or more years of job related, retail banking experience or a combination of experience and commensurate training
Nice To Haves
- Passion, commitment and drive to deliver an experience that improves our clients’ financial lives
- Effective and confident client communication
- Proven ability to learn and adapt to new information and technology platforms
- Experience in financial services and knowledge of financial services industry, products and solutions
- Cash handling experience
- Active listening and excellent problem-solving skills
- Ability to teach customers how to use digital technology
Responsibilities
- Travel to defined branch clusters as assigned within district
- Mileage and drive time will be paid for any time or distance beyond your regular home branch commute
- Flexible work schedule, 6 days per week, will be covering traditional branches and in-store locations
- Reports to float pool manager at market level
- This position also requires 2 or more hours of driving per week.
- Builds and strengthens customer relationships
- Provides flexible support across multiple branch locations
- Engages customers through in-person interactions, scheduled appointments, and virtual channels
- Delivers trusted financial guidance with a digital-first mindset
- Adapts quickly to different branch environments
- Fills staffing needs
- Shares best practices
- Provides coaching and on-the-job support to less experienced bankers
- Assesses and addresses banking needs
- Obtains and processes customer and account information
- Educates customers on deposit and lending products and services
- Recommends appropriate financial solutions
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
