Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset 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 suited to customers’ goals. The role involves proactive customer outreach and follow-up, identifying appropriate solutions, maintaining knowledge of consumer and business banking products and digital services, and providing a consistent client experience that includes greeting customers and processing basic transactions. Relationship Bankers work with branch colleagues and partners, open consumer and business accounts, complete service requests, submit credit applications, and educate customers about digital and self-service options. The position requires registration with the National Mortgage Licensing System (NMLS) under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal-background and credit checks.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED