Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first approach to provide banking 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 each customer’s goals. The role includes delivering a consistent client experience, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. It also requires educating clients about digital and self-service options, collaborating with branch colleagues, and using available resources and technology to serve clients accurately and efficiently. This position requires registration with the National Mortgage Licensing System (NMLS) under the S.A.F.E. Act of 2008 and Regulation Z. Registration involves a criminal background and credit check. Failure to meet or maintain registration requirements may result in an offer being rescinded or employment being terminated.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED