Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide counsel tailored to customers’ banking needs and preferences. They build trust by learning about clients’ financial goals, processing customer and account information, explaining deposit and loan products and services, and recommending appropriate solutions. The role serves consumer and business clients, delivers a consistent client experience, and works collaboratively with branch colleagues and partners. It includes greeting clients, processing basic transactions, opening accounts, completing service requests, submitting credit applications, and educating clients about digital and self-service banking options. 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 check. Failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED