Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel while using a digital-first approach. They assess customers’ banking needs, obtain and process customer and account information, educate clients about deposit and loan products and services, and recommend solutions aligned with individual goals. They build client relationships through proactive outreach and follow-up, learn about clients’ financial needs and channel preferences, and provide a consistent client experience, including greeting clients and processing basic transactions. The role also involves opening consumer and business accounts, completing service requests, submitting credit applications, and educating clients about digital and self-service offerings. Bankers partner with branch colleagues and use available resources and technologies to serve clients accurately and with operational excellence. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; failure to meet or maintain registration requirements may result in an offer being rescinded or employment being terminated.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