Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide counsel and respond to customers’ banking needs. They establish trust by assessing needs, obtaining and processing customer and account information, explaining deposit and loan products and services, and recommending solutions aligned with each customer’s goals. The role includes proactive client outreach and follow-up, identifying suitable solutions, maintaining knowledge of consumer and business banking products and digital services, greeting clients, processing basic transactions, and creating a consistent client experience. Relationship Bankers collaborate with branch colleagues, open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service options. They use available resources and technologies to support an accurate, operationally excellent client experience. 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 registration requirements may result in rescission of an offer or termination of employment.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED