Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide effective banking counsel. They build 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 tailored to each customer’s goals. The role includes proactively reaching out to and following up with clients, learning their financial needs and channel preferences, and providing a consistent client experience. Relationship Bankers maintain knowledge of consumer and business banking products, complete basic transactions, open accounts, fulfill service requests, and submit credit applications. They work collaboratively with branch colleagues, educate clients about digital and self-service tools, and use available resources and technology to serve clients accurately and efficiently. 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background and credit check; failure to meet or maintain registration requirements may result in an offer being rescinded or employment being terminated.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
Mid Level
Education Level
High school or GED