About The Position

The Relationship Banker I provides exceptional service to a diverse range of clients, building and maintaining relationships with clients and business partners. The role includes introducing clients to banking products, services, and digital solutions, and demonstrating knowledge of mortgage, business, and installment loan options as well as a broad range of financial and credit services. Bankers use tablets, smartphones, laptops, and other technology to serve clients and may assist other departments as needed. The position requires careful, efficient work within established guidelines and policies, effective communication, and respectful collaboration with clients and associates. The company provides onboarding training and coaching, with opportunities for advancement as associates demonstrate success.

Requirements

  • High school diploma or equivalent.
  • Ability to complete work accurately and handle detailed tasks efficiently.
  • Ability to communicate effectively and work with others.

Nice To Haves

  • Previous banking, cash handling, or financial services experience.
  • At least 6 months of demonstrated successful sales experience.
  • Bilingual language skills.
  • A motivated, passionate, self-starting approach.
  • Interest in educating clients about banking products and digital technologies.
  • Strong work ethic and accuracy.
  • Logical thinking and sound decision-making ability.
  • Ability to handle multiple tasks simultaneously.
  • Ability to work with multiple computer and software systems.
  • Ability to calculate figures and amounts, including cash back and percentages.

Responsibilities

  • Build and maintain relationships with clients, business partners, and fellow associates.
  • Provide exceptional client service to a diverse audience.
  • Introduce clients to products, services, and digital banking solutions.
  • Demonstrate knowledge of mortgage, business, and installment loan options and provide a broad base of financial and credit services.
  • Complete detailed work quickly, correctly, and efficiently within established guidelines.
  • Follow and help maintain guidelines, structure, and established policies.
  • Communicate effectively and respond to others' needs and concerns.
  • Assist other departments as needed.
  • Treat clients and associates with respect and consideration.

Benefits

  • Scorecard-based incentive plan with quarterly incentives based on performance against defined metrics.
  • Insurance benefits.
  • 401(k).
  • Associate stock purchase program.
  • Paid time off.
  • Associate banking perks.
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