Relationship Banker 1 Eaton, OH
About The Position
Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing guidance while using a digital-first approach. They assess customers’ banking needs, obtain and process customer and account information, explain and demonstrate deposit and loan products and services, and recommend solutions based on each customer’s goals and needs. The role involves proactive outreach and follow-up, identifying solutions for new and existing clients, maintaining knowledge of consumer and business banking products—including digital services—and delivering a consistent client experience. Relationship Bankers greet clients, process basic transactions, open consumer and business accounts, complete service requests, and submit credit applications. They partner with branch colleagues, educate clients about digital and self-service tools, and use available resources and technology to provide accurate, operationally sound service. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check; failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment.
Requirements
- High school diploma or equivalent.
- Typically fewer than four 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.
- Proven customer service and interpersonal skills.
- Experience using and demonstrating digital products and self-service technologies.
- Ability to explore and identify customers’ underlying needs while using a digital-first mindset.
- Basic proficiency in making appropriate recommendations that address customer needs reactively and proactively.
- Financial services industry experience.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up.
- Ask questions to understand clients’ financial needs and preferred banking channels.
- Identify and recommend solutions for new and existing clients by communicating effectively.
- Maintain working knowledge of consumer and business banking products and services, including digital offerings.
- Greet clients and process basic transactions while providing a consistent client experience.
- Work collaboratively 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 and self-service products and services.
- Use available resources and technologies to optimize the client experience and deliver accurate operational service.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- 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, from 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
