The Relationship Banker II meets with customers and prospects in person and by phone to identify their financial needs, then proactively offers appropriate products, services, and guidance to help them achieve their financial goals. The role is suited to candidates with retail or sales experience who are interested in career growth and development. The successful candidate is individually driven and competitive, works collaboratively toward team goals, identifies customer needs, and communicates effectively. The position helps achieve branch targets, grows customer relationships, and acquires new customers through outbound calls. It involves advising customers on consumer and business products and services, including loans and deposits, and educating them about mobile, online, and ATM banking. The banker provides an optimal customer experience, which may include greeting customers and processing transactions, resolves customer issues, and refers complex needs to internal experts. The role also follows bank procedures and applicable laws and regulations, completes duties assigned by the Branch Manager, and helps manage, identify, and report operational risks. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is incentive-eligible and eligible for overtime under the Fair Labor Standards Act for hours worked in excess of 40 per week.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED