The Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role also accurately and efficiently processes cash transactions when needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. The position focuses on building client relationships, delivering a positive client experience, managing financial center traffic and appointments, and partnering with specialists in areas such as small business, lending, and investments. It also requires adherence to established processes, applicable laws, and regulations, as well as effective management of cash responsibilities.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED