Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide financial guidance. They assess customer needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions suited to each customer’s goals. The role includes proactive outreach and follow-up, maintaining knowledge of consumer and business banking products and digital services, greeting clients, processing basic transactions, opening consumer and business accounts, completing service requests, and submitting credit applications. The banker partners with branch colleagues, educates customers about digital and self-service options, and uses available resources and technology to deliver an accurate, effective client experience. The position may require working at other nearby locations occasionally. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including required background and credit checks and continued compliance with registration requirements.
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Job Type
Full-time
Career Level
Senior
Education Level
High school or GED