About The Position

Relationship Bankers build customer relationships through in-person, appointment-based, and virtual interactions, adapting a digital-first mindset to provide appropriate financial counsel. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions based on each customer’s goals. The role includes proactive outreach and follow-up, maintaining knowledge of consumer and business banking products—including digital offerings—and delivering a consistent client experience while processing basic transactions. Bankers collaborate with branch colleagues, open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service tools. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including completion of a criminal background and credit check. The position is required to work every Saturday. Spanish speaking is preferred.

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 obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfying required criminal background and credit checks.

Nice To Haves

  • Spanish speaking preferred.
  • Proven 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.
  • Proven customer service and interpersonal skills.
  • Experience using and demonstrating digital products and self-service technologies.
  • Ability to explore and identify customers’ true needs while leveraging a digital-first mindset.
  • Basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
  • Financial services industry experience preferred.

Responsibilities

  • Build relationships with customers through in-person, appointment-based, and virtual interactions.
  • Assess and address customers’ banking needs, obtain and process customer and account information, and recommend solutions aligned with customers’ goals.
  • Conduct proactive outreach and follow up with clients, asking questions to understand their financial needs and channel preferences.
  • Effectively engage and communicate with clients to identify solutions for new and existing customers.
  • 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.
  • 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 maintain operational excellence and accuracy.

Benefits

  • Healthcare coverage, including medical, dental, and vision.
  • Basic term and optional term life insurance.
  • Short-term and long-term disability insurance.
  • Pregnancy disability and parental leave.
  • 401(k) and an 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 program.
  • Pension.
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