Relationship Bankers build relationships with customers across in-person, appointment-based, and virtual channels, using a digital-first mindset to provide appropriate counsel. They assess customers’ banking needs, gather and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role serves new and existing clients through proactive outreach and follow-up, effective communication, and knowledge of consumer and business banking products, including digital services. Relationship Bankers provide a consistent client experience, process basic transactions, partner with branch colleagues, open consumer and business accounts, complete service requests, and submit credit applications. They also 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 criminal background and credit checks; failure to meet or maintain registration requirements may result in rescission of an offer or termination.
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
Entry Level
Education Level
High school or GED