The Relationship Banker II provides services to Banking Center customers and helps the team achieve 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 understand customers’ financial needs, build trust, identify sales opportunities, generate leads, and provide quality service. The Relationship Banker II also develops partnerships with other business segments through collaboration and communication, and assists with supervising and coaching fellow bankers. The position responds to customer needs accurately and promptly, evaluates customer needs and offers appropriate products and services through needs-based conversations, and performs routine teller transactions. It supports the Banking Center’s growth and profitability objectives by implementing sales, retention, and other bank initiatives. The role is expected to achieve or exceed individual and team goals, maintain compliance with applicable regulations and bank policies, meet branch audit and operational evaluation requirements, coach colleagues, model expected behaviors, and help onboard new bankers.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED