Relationship Bankers build and foster customer relationships through in-person, appointment-based, and virtual engagement, using a digital-first mindset to provide relevant financial guidance. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with customers’ goals. The role includes proactive outreach and follow-up, identifying solutions for new and existing clients, maintaining knowledge of consumer and business banking products and digital services, greeting clients, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Relationship Bankers collaborate with branch team members and partners, educate clients about digital and self-service options, and use available resources and technology to deliver an accurate, effective client experience. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED