Relationship Banker II - Red Bridge, MO
About The Position
Relationship Bankers build customer relationships through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide counsel and identify suitable banking solutions. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend options that align with each customer’s goals. The role includes proactive outreach and follow-up, client service and basic transactions, account opening, service requests, and credit applications. Relationship Bankers maintain knowledge of consumer and business banking products—including digital services—and collaborate with branch colleagues to provide an accurate, consistent client experience. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including the required criminal background and credit checks.
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 obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfying 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 identify customers’ needs while leveraging a digital-first mindset.
- Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
- Financial services industry experience.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up, learning about clients’ financial needs and banking channel preferences.
- Identify solutions for new and existing clients by engaging and communicating effectively with them.
- Maintain working knowledge of consumer and business banking products and services, including digital offerings.
- Provide a consistent client experience by greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to serve clients.
- Open 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 maintain operational excellence and accuracy.
Benefits
- Healthcare, including medical, dental, and vision coverage.
- Basic 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, 401(k) contribution, and pension, subject to eligibility requirements.
- $1,500 sign-on bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
