About The Position

The Relationship Banker II provides exceptional client service to a diverse audience, builds relationships with business partners and clients, and introduces clients to banking products, services, and digital solutions. The role requires strong knowledge of mortgage, business, and installment loan options and the ability to provide a broad range of financial and credit services. Relationship Bankers may assist other departments as needed and are expected to build rapport with clients and associates while treating others with respect and consideration. The position emphasizes relationship-building, effective communication, attention to detail, accurate and efficient work within established guidelines, and participation in maintaining policies and procedures. The employer provides training and coaching during onboarding and on the job, with opportunities for advancement as performance is demonstrated. Flexible scheduling and an opportunity to work remotely may be available as business needs allow. The role is eligible for a scorecard-based incentive plan, with incentives earned quarterly based on performance against defined metrics. The employer also offers a benefits package that includes insurance, a 401(k), an associate stock purchase program, paid time off, and associate banking perks.

Requirements

  • High school diploma or equivalent.
  • Register and obtain licensing in the Nationwide Mortgage Licensing System and Registry (NMLS), as required by the S.A.F.E. Act and the Bank’s compliance policies; acceptable background investigation results are required.
  • If driving is required, hold a valid driver’s license that is not a learner’s, restricted, or to-and-from-work license, and meet the Bank’s driver standards; driving history will be verified in a Motor Vehicle Report.
  • Strong work ethic and ability to complete work accurately.
  • Ability to think logically, analyze situations, and make sound decisions.
  • Ability to handle multiple tasks simultaneously.
  • Ability to work with multiple computer and software systems.
  • Ability to calculate figures and amounts such as cash back and percentages.
  • Ability to grasp, push, pull, lift, bend, raise, and hold hands and arms overhead when completing certain tasks.
  • Ability to work overtime as necessary, typically no more than 5%.
  • Applicants must be legally authorized to work in the United States; employment eligibility will be verified at hire.
  • Selected candidates must complete pre-employment screening, including criminal history, global, drug, and employment credit reports, and a driving record if applicable.

Nice To Haves

  • Bachelor’s degree or equivalent.
  • Previous banking, cash handling, or financial services experience.
  • At least one year of demonstrated successful sales experience.
  • Bilingual language skills.
  • Passionate and motivated self-starter.
  • Passion for educating clients about banking products and the Bank’s available digital technologies.

Responsibilities

  • Build and maintain relationships with clients and business partners.
  • Communicate effectively and respond to others’ needs and concerns.
  • Complete detailed work quickly, correctly, and efficiently within established guidelines.
  • Participate in maintaining guidelines, structure, and established policies.
  • Provide exceptional client service to a diverse audience.
  • Introduce clients to products, services, and digital solutions, using tablets, smartphones, and laptops.
  • Demonstrate knowledge of mortgage, business, and installment loan options and provide financial and credit services.
  • Assist other departments as needed.
  • Build rapport with clients and fellow associates, treating others with respect and consideration.
  • Work overtime as necessary, typically no more than 5%.

Benefits

  • Insurance
  • 401(k)
  • Associate stock purchase program
  • Paid time off
  • Associate banking perks
  • Quarterly scorecard-based incentive plan
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