Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel and adapting a digital-first mindset. 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 involves proactive outreach and follow-up, identifying solutions for new and existing clients, maintaining knowledge of consumer and business banking products and services, and providing an optimal client experience that includes greeting clients and processing basic transactions. Relationship Bankers collaborate with branch team members, open consumer and business accounts, complete service requests, submit credit applications, educate clients about digital and self-service products, and use available resources and technologies to provide accurate service and operational excellence. 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 the 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