The Relationship Banker role combines teller duties with relationship banking, providing personalized customer service, completing financial transactions, and cross-selling products and services. The role also handles complex banking tasks, including opening new accounts and assisting with account maintenance, to provide customers with a seamless experience. Relationship Bankers build and maintain customer relationships, identify needs, recommend relevant products and services, and resolve customer concerns. They manage accounts, support customers using online and digital banking tools, and refer customers with credit needs to the appropriate banker or business line. They process and balance transactions, follow bank policies and regulatory requirements, protect confidential information, and monitor for potential fraud or suspicious activity. The position also supports branch operations through administrative work and assistance with opening and closing procedures and security standards. If lending, the Relationship Banker must maintain current registration with the Nationwide Mortgage Licensing System & Registry (NMLS).
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Job Type
Full-time
Education Level
High school or GED