Union Relationship Banker II - Southridge
About The Position
Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide relevant financial counsel. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role involves building client relationships through proactive outreach and follow-up, identifying needs and matching clients with appropriate solutions, maintaining knowledge of consumer and business banking products, and providing a consistent client experience. Relationship Bankers also handle basic transactions, open consumer and business accounts, complete service requests, submit credit applications, educate clients about digital and self-service options, and work collaboratively with branch colleagues and partners. The position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. The role offers a salary range of $23.75–$29.03, along with benefits subject to eligibility requirements.
Requirements
- High school diploma or equivalent.
- Typically, a minimum of four to five years of job-related retail banking experience, or a combination of experience and commensurate training.
- Must meet and maintain NMLS registration requirements under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.
Nice To Haves
- Proven ability to build and foster client relationships through proactive outreach and follow-up.
- Ability to engage and communicate effectively with clients.
- Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
- Thorough knowledge of retail products and services.
- Proven customer service and interpersonal skills.
- Experience participating in sales campaigns or promotions.
- Experience using and demonstrating digital products and self-service technologies.
- Ability to explore and identify customers’ needs while using a digital-first mindset.
- Advanced proficiency in making appropriate recommendations to meet customer needs reactively and proactively.
- Experience in the financial services industry.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up.
- Ask questions and learn about clients’ financial needs and banking channel preferences.
- Identify and communicate solutions for new and existing clients based on their needs.
- Maintain working knowledge of consumer and business banking products and services, including digital products and services.
- Provide a consistent client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to serve clients.
- Open new consumer and business accounts, complete service requests, and submit credit applications.
- Educate clients about digital products and self-service technologies.
- Use available resources and technologies to optimize the client experience and deliver operational accuracy.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of two to five weeks, depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase.
- Pension.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
