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.
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