Relationship Bankers build customer relationships through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide counsel and address customers’ banking needs. They assess customer goals, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions tailored to individual needs. The role builds and fosters client relationships through proactive outreach and follow-up, identifies solutions for new and existing clients, and maintains working knowledge of consumer and business banking products and digital services. It provides a consistent client experience, including greeting clients and processing basic transactions; partners with branch colleagues; opens consumer and business accounts; completes service requests; and submits credit applications. The Relationship Banker also educates clients about digital and self-service tools and uses available resources and technology to deliver an accurate, operationally excellent client experience. 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 registration requirements may result in rescission of an offer or termination of employment.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED