About The Position

Relationship Bankers build and maintain customer relationships across in-person, appointment-based, and virtual channels, using a digital-first approach to provide financial guidance. They assess customers’ banking needs, gather and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role includes proactive customer outreach and follow-up, opening consumer and business accounts, completing service requests, submitting credit applications, and processing basic transactions. Relationship Bankers maintain knowledge of consumer and business banking products, educate customers about digital and self-service tools, and work with branch colleagues and partners to deliver 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. Registration includes criminal background and credit checks; failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment. The role has multiple levels, and the successful candidate will be hired at the level aligned with their experience. The listed salary range corresponds to the lowest level.

Requirements

  • High school diploma or equivalent.
  • Typically, less than four years of job-related retail banking experience, or a combination of experience and commensurate training.
  • Ability to obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfactory criminal background and credit checks.

Nice To Haves

  • Proven ability to build and foster customer relationships through proactive outreach and follow-up.
  • Ability to effectively engage and communicate with customers.
  • Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
  • Proven customer service and interpersonal skills.
  • Experience using and demonstrating digital products and self-service technologies.
  • Ability to explore and identify customers’ needs while using a digital-first mindset.
  • Basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
  • Experience in the financial services industry.

Responsibilities

  • Build and foster customer relationships through proactive outreach and follow-up.
  • Ask questions to understand customers’ financial needs and preferred banking channels.
  • Identify and recommend solutions for new and existing customers through effective engagement and communication.
  • Maintain working knowledge of consumer and business banking products and services, including digital offerings.
  • Provide a consistent client experience, including greeting customers and processing basic transactions.
  • Develop collaborative partnerships with branch team members and partners to serve customers.
  • Open consumer and business accounts, complete service requests, and submit credit applications.
  • Educate customers about emerging and self-service digital products and services.
  • Use available resources and technologies to optimize the customer experience and ensure operational accuracy.

Benefits

  • Medical, dental, and vision healthcare coverage.
  • Basic term 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.
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