Relationship Banker 2 OH-Parma Snow Road
About The Position
Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel while using a digital-first approach. They assess customers’ banking needs, gather and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role also involves proactive outreach and follow-up, maintaining knowledge of consumer and business banking products, delivering a consistent client experience, opening accounts, completing service requests, and submitting credit applications. Bankers educate clients about digital and self-service options and use available resources and technologies to support 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includes criminal background and credit checks; failure to meet or maintain requirements may result in an offer being rescinded or employment terminated.
Requirements
- High school diploma or equivalent.
- Typically, a minimum of four to five years of job-related retail banking experience, or a combination of experience and commensurate training.
- Must obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting criminal background and credit-check requirements.
Nice To Haves
- 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.
- Thorough knowledge of retail products and services.
- Proven customer service and interpersonal skills.
- Experience participating in sales campaigns or promotions.
- Experience using and demonstrating digital products and self-service technologies.
- Ability to explore and identify customers’ underlying needs while applying a digital-first mindset.
- Advanced 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, learning about clients’ financial needs and banking channel preferences.
- Identify appropriate solutions for new and existing clients through effective engagement and communication.
- Maintain working knowledge of consumer and business banking products and services, including digital offerings.
- Provide a consistent client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and other 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 provide accurate, operationally excellent service.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- 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 of 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.
- Pension.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
