Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first approach to provide banking counsel. They assess customer needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions suited to customers’ goals. The role includes proactive outreach and follow-up, identifying customer preferences, maintaining knowledge of consumer and business banking offerings, and providing an optimal client experience that includes greeting clients and processing basic transactions. Relationship Bankers collaborate with branch teammates, open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service options. They use available resources and technology to deliver accurate, operationally excellent service. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including criminal background and credit checks. Failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED