Relationship Bankers build customer relationships through in-person, appointment-based, and virtual interactions, using a digital-first approach to provide banking guidance tailored to each customer’s goals and needs. They assess banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend appropriate solutions. The role includes proactive outreach and follow-up, identifying solutions for new and existing customers, maintaining knowledge of consumer and business banking products and digital services, and providing a consistent customer experience. Relationship Bankers greet customers, process basic transactions, open consumer and business accounts, complete service requests, and submit credit applications. They partner with branch colleagues and educate customers on digital and self-service options while using available resources and technology to deliver accurate, operationally excellent service. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration involves criminal background and credit checks; failure to meet or maintain registration requirements may result in an offer being rescinded or employment being terminated.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED