Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide financial guidance. They establish trust by assessing customers’ banking needs, obtaining and processing customer and account information, explaining deposit and loan products and services, and recommending solutions aligned with each customer’s goals. The role includes proactive outreach and follow-up, processing basic transactions, opening consumer and business accounts, completing service requests, submitting credit applications, and educating clients about digital and self-service tools. Relationship Bankers collaborate with branch colleagues and partners and use available resources and technology to deliver accurate, operationally excellent service. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.
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