Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual channels, providing counsel while maintaining a digital-first mindset. They establish trust by assessing and addressing customers’ banking needs, obtaining and processing customer and account information, explaining deposit and loan products and services, and recommending solutions that reflect each customer’s goals and needs. The role includes proactive client outreach and follow-up, identifying solutions for new and existing clients, maintaining knowledge of consumer and business banking products and services, and providing a consistent client experience that includes greeting clients and processing basic transactions. Relationship Bankers work collaboratively with branch colleagues, open consumer and business accounts, complete service requests, submit credit applications, educate clients about digital and self-service options, and use available resources and technologies to deliver accurate, operationally sound service. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes 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 Failure to meet or maintain registration requirements may result in an offer being rescinded or employment being terminated.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