Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual channels, adapting a digital-first mindset to provide counsel and support. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role includes proactive outreach and follow-up, maintaining knowledge of consumer and business banking products—including digital services—and delivering a consistent client experience through greetings and basic transactions. Relationship Bankers collaborate with branch team members, open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service tools. They use available resources and technologies to provide accurate, operationally excellent service. This 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 the requirements may result in an offer rescission or termination of employment.
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
Mid Level
Education Level
High school or GED