Relationship Banker 1
About The Position
Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual channels, providing counsel while using a digital-first mindset. They assess customers’ banking needs, process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with customers’ goals. The role delivers a consistent client experience, supports account opening and service requests, submits credit applications, and helps customers use digital and self-service tools. It also requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including the required criminal background and credit checks.
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.
- NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including 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’ true needs while using a digital-first mindset.
- Basic proficiency in making appropriate recommendations that meet customers’ needs, both reactively and proactively.
- Financial services industry experience.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up, learning about clients’ financial needs and channel preferences.
- Identify solutions for new and existing clients by engaging and communicating effectively.
- Maintain working knowledge of consumer and business banking products and services, including digital offerings.
- Provide a consistent client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to serve clients.
- Open new consumer and business accounts, complete service requests, and submit credit applications.
- Educate clients about emerging and self-service digital products and services.
- Use available resources and technologies to optimize client experience and perform work accurately and operationally effectively.
- Complete and maintain required NMLS registration, including applicable background and credit checks.
Benefits
- Medical, dental, and vision healthcare.
- Basic term and optional term life insurance.
- Short-term and long-term disability insurance.
- 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, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
