Relationship Bankers build customer relationships across in-person, appointment-based, and virtual channels, providing counsel while using a digital-first approach. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions suited to each customer’s goals. The role includes proactive outreach and follow-up, identifying customer needs and channel preferences, maintaining knowledge of consumer and business banking products—including digital services—and delivering a consistent client experience. Relationship Bankers greet clients, process basic transactions, open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service tools. They work with branch colleagues and partners and use available resources and technology to provide 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 criminal background and credit checks; failure to meet or maintain registration requirements may result in an offer being rescinded or employment being terminated.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