Relationship Banker I - West Broadway Minneapolis, MN
About The Position
Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first approach to provide financial guidance. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions based on individual goals and needs. The role includes proactive outreach and follow-up, opening consumer and business accounts, completing service requests, submitting credit applications, processing basic transactions, and educating customers about digital and self-service banking options. Relationship Bankers collaborate with branch colleagues and partners, maintain working knowledge of consumer and business banking products, and use available resources and technology to deliver an accurate, consistent customer experience. This 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 rescission of an offer or termination of employment.
Requirements
- High school diploma or equivalent.
- Typically less than four years of job-related retail banking experience, or a combination of experience and commensurate training.
- Must meet and maintain National Mortgage Licensing System registration requirements, including applicable criminal background and credit checks.
Nice To Haves
- Ability to build and foster client relationships through proactive outreach and follow-up.
- Ability to engage and communicate effectively with clients.
- Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
- Customer service and interpersonal skills.
- Experience using and demonstrating digital products and self-service technologies.
- Ability to identify customers’ underlying needs while applying a digital-first mindset.
- Basic proficiency in making appropriate recommendations to meet customer needs reactively and proactively.
- Financial services industry experience.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up.
- Ask questions to understand customers’ financial needs and banking channel preferences.
- Identify and recommend solutions for new and existing clients by engaging and communicating effectively.
- Maintain working knowledge of consumer and business banking products and services, including digital offerings.
- Provide an optimal client experience, including greeting clients and processing basic transactions.
- Collaborate with branch team members and partners to serve clients.
- Open consumer and business accounts, complete service requests, and submit credit applications.
- Educate clients about digital and self-service products and services.
- Use available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.
Benefits
- Healthcare benefits, 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, ranging from 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, 401(k) contribution, and pension, subject to eligibility requirements.
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
Entry Level
Education Level
High school or GED
