The Relationship Banker II meets with customers and prospects in person and by phone to determine 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 branch goals, identifies customer needs, and communicates effectively. The position involves building and expanding customer relationships, advising customers on consumer and business banking products, and helping them use digital banking solutions. It also includes supporting the branch’s customer experience, resolving customer issues, referring complex needs to internal experts, and following banking procedures and regulations. The role is incentive eligible and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED