Relationship Banker 1- Lakeview East
About The Position
Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual channels, adapting a digital-first mindset to provide appropriate counsel. They assess customers’ banking needs, obtain and process customer and account information, explain available deposit and loan products and services, and recommend solutions aligned with customers’ goals. The role involves proactive outreach and follow-up, learning about clients’ financial needs and channel preferences, and identifying solutions for new and existing clients. Relationship Bankers maintain working knowledge of consumer and business banking products and services, including digital offerings; provide a consistent client experience and process basic transactions; collaborate with branch team members and partners; open consumer and business accounts; complete service requests; and submit credit applications. They educate clients about digital and self-service products, and use available resources and technologies to deliver accurate, operationally excellent 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 rescission of an offer or termination of employment.
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 under the S.A.F.E. Act of 2008 and Regulation Z, including satisfying criminal background and credit check requirements.
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’ needs while leveraging a digital-first mindset.
- Basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
- Experience in the financial services industry.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up.
- Ask questions and learn about customers’ financial needs and banking channel preferences.
- Identify and communicate solutions for new and existing clients based on their needs.
- Maintain working knowledge of consumer and business banking products and services, including digital products and services.
- Provide a consistent client experience, greet clients, and process basic transactions.
- Develop collaborative partnerships 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 emerging and self-service digital products and services.
- Use available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.
- Obtain and process customer and account information and explain available deposit and loan products and services.
- Complete the required NMLS registration process and maintain registration requirements.
Benefits
- Healthcare, including medical, dental, and vision coverage.
- Basic term 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, from 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, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
