Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide counsel and address banking needs. They build trust by assessing customer goals, obtaining and processing customer and account information, explaining deposit and loan products and services, and recommending solutions tailored to customers’ needs. The role includes proactive outreach and follow-up, identifying solutions for new and existing clients, maintaining knowledge of consumer and business banking products and digital services, providing a consistent customer experience, and processing basic transactions. Relationship Bankers work collaboratively with branch team members, open consumer and business accounts, complete service requests, submit credit applications, educate customers about digital and self-service options, and use available resources and technology to deliver accurate, operationally excellent service. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; 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
Mid Level
Education Level
High school or GED