The Relationship Banker II provides services to Banking Center customers and assists the team in meeting sales, service, and operational goals. The role processes customer financial transactions in accordance with bank rules, regulations, and guidelines. It uses communication and active listening to identify customer needs, build trust, find sales opportunities, generate leads, and deliver quality service. The banker also develops partnerships with business segments through collaboration and communication, and helps supervise and coach fellow Relationship Bankers. The position responds accurately and promptly to customer needs, evaluates financial needs and offers suitable products and services, performs routine teller transactions, and supports the Banking Center’s sales, retention, growth, and profitability initiatives. It is expected to meet or exceed individual and team goals, maintain compliance with regulations and bank policies, help meet audit and operational evaluation requirements, coach colleagues, serve as a role model, and help onboard new bankers.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED