Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide appropriate financial guidance. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions tailored to customers’ goals. They also maintain knowledge of consumer and business banking products, including digital offerings, and provide a consistent client experience while handling basic transactions. The role requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including completion of a criminal background and credit check. 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
Senior
Education Level
High school or GED