About The Position

The Relationship Banker I provides exceptional client service to a diverse audience and helps clients identify banking products, services, and digital solutions suited to their needs. The role involves developing relationships with clients and business partners, explaining mortgage, business, and installment loan options, and providing a broad range of financial and credit services. Bankers use tablets, smartphones, laptops, and other technology to support their work, and may assist other departments as needed. The position emphasizes relationship-building, clear communication, accurate and efficient handling of detailed work, and adherence to established guidelines and policies. The company provides training and coaching during onboarding and on the job, with opportunities for advancement as associates demonstrate success. This role is eligible for a quarterly, scorecard-based incentive plan. The company describes a culture focused on fairness, simplicity, equity, diversity, inclusion, and supporting the communities it serves.

Requirements

  • High school diploma or equivalent.
  • Ability to handle detailed work quickly, correctly, and efficiently within established guidelines.
  • Ability to communicate effectively and respond to others’ needs and concerns.
  • Ability to grasp, push, pull, lift, bend, raise, and hold hands and arms overhead when completing certain tasks.
  • Ability to work overtime as necessary.

Nice To Haves

  • Previous banking, cash handling, or financial services experience.
  • At least 6 months of demonstrated successful sales experience.
  • Bilingual language skills.
  • Motivation and initiative as a self-starter.
  • Interest in educating clients about banking products and digital technologies.
  • Strong work ethic and accuracy.
  • Ability to think logically, analyze situations, and make sound decisions.
  • Ability to handle multiple tasks simultaneously.
  • Ability to work with multiple computer and software systems.
  • Ability to calculate figures and amounts, such as cash back and percentages.

Responsibilities

  • Build and maintain relationships with clients, business partners, and fellow associates.
  • Communicate effectively and respond to the needs and concerns of others.
  • Handle detailed work quickly, correctly, and efficiently within established guidelines.
  • Help maintain guidelines, structure, and established policies.
  • Provide exceptional client service to a diverse audience.
  • Introduce clients to products, services, and digital solutions.
  • Demonstrate knowledge of mortgage, business, and installment loan options and provide financial and credit services.
  • Assist other departments as needed.
  • Treat clients and associates with respect and consideration.
  • Work overtime as necessary, typically no more than 5%.

Benefits

  • Insurance benefits.
  • 401(k).
  • Associate stock purchase program.
  • Paid time off.
  • Associate banking perks.
  • Quarterly scorecard-based incentive plan.
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