About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide counsel and meet banking needs. They assess customer needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions tailored to customers’ goals. The role includes proactive outreach and follow-up, supporting basic transactions, opening consumer and business accounts, completing service requests, and submitting credit applications. Relationship Bankers maintain knowledge of consumer and business banking products, including digital services, and work with branch colleagues and partners to provide a consistent client experience with operational accuracy. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including the required criminal background and credit checks.

Requirements

  • High school diploma or equivalent.
  • Typically less than four years of job-related retail banking experience, or a combination of experience and commensurate training.
  • Ability to obtain and maintain National Mortgage Licensing System (NMLS) registration, including satisfactory criminal background and credit checks.

Nice To Haves

  • Proven ability to build and foster client relationships through proactive outreach and follow-up.
  • Ability to effectively engage and communicate with clients.
  • Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
  • Proven customer service and interpersonal skills.
  • Experience using and demonstrating digital products and self-service technologies.
  • Ability to explore and identify customers’ true needs while leveraging a digital-first mindset.
  • Basic proficiency in making appropriate recommendations that meet customers’ needs reactively and proactively.
  • Experience in the financial services industry.

Responsibilities

  • Build and foster client relationships through proactive outreach, follow-up, and discovery of customers’ financial needs and banking channel preferences.
  • Engage and communicate effectively with clients to identify and recommend solutions for new and existing customers.
  • Maintain working knowledge of consumer and business banking products and services, including digital offerings.
  • Provide an optimal client experience, including greeting clients and processing basic transactions.
  • Collaborate with branch team members and partners to serve clients.
  • Open new consumer and business accounts, complete service requests, and submit credit applications.
  • Educate clients about digital and self-service products and services.
  • Use available resources and technologies to optimize the client experience and deliver operational excellence and accuracy.
  • Complete the required NMLS registration process and maintain registration requirements.

Benefits

  • Healthcare coverage, including medical, dental, and vision.
  • Basic and optional term life insurance.
  • Short-term and long-term disability coverage.
  • Pregnancy disability and parental leave.
  • 401(k) and employer-funded retirement plan.
  • Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
  • Incentive and recognition programs.
  • Equity stock purchase and 401(k) contribution and pension, subject to eligibility requirements.
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