Relationship Banker - Kansas City, KS
About The Position
Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide banking guidance. They assess customer needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions tailored to each customer’s goals. The role includes proactive outreach and follow-up, identifying solutions for new and existing clients, maintaining knowledge of consumer and business banking products, and providing a consistent client experience. Relationship Bankers process basic transactions, open consumer and business accounts, complete service requests, submit credit applications, educate clients about digital and self-service offerings, and work with branch colleagues to serve clients accurately and effectively. The position requires registration with the National Mortgage Licensing System under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Failure to satisfy or maintain registration requirements may result in withdrawal of an offer or termination of employment.
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.
- Must obtain and maintain National Mortgage Licensing System registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfying required criminal background and credit checks.
Nice To Haves
- Ability to build and foster client relationships through proactive outreach and follow-up.
- Ability to effectively engage and communicate 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 identify customers’ underlying needs while using a digital-first mindset.
- Basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
- Experience in the financial services industry.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up.
- Ask questions and learn about clients’ financial needs and banking channel preferences.
- Identify and communicate suitable solutions for new and existing clients.
- Maintain working knowledge of consumer and business banking products and services, including digital offerings.
- Provide an optimal client experience, including greeting clients and processing basic transactions.
- Collaborate 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 ensure operational excellence and accuracy.
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 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
