Sr. Relationship Banker - Nashville TN Gallatin Pike
About The Position
Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual channels, using a digital-first mindset to provide 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 each customer’s goals. The role includes proactive client outreach and follow-up, identifying solutions for new and existing clients, maintaining knowledge of consumer and business banking products and services, and delivering a consistent client experience. The Relationship Banker greets clients, processes basic transactions, collaborates with branch colleagues, opens consumer and business accounts, completes service requests, submits credit applications, and educates clients about digital and self-service tools. The role requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including the required criminal background and credit checks.
Requirements
- High school diploma or equivalent.
- Typically five or more years of job-related retail banking experience, or a combination of experience and commensurate training.
- Must obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfactory criminal background and credit checks.
Nice To Haves
- Proven ability to build and foster client relationships through proactive outreach and follow-up.
- Ability to engage and communicate effectively with clients.
- Advanced knowledge of applicable bank and branch policies, procedures, and support systems.
- Thorough knowledge of retail products and services.
- Proven customer service and interpersonal skills.
- Experience participating in sales campaigns or promotions.
- Experience using and demonstrating digital products and self-service technologies.
- Ability to identify customers’ underlying needs while maintaining a digital-first mindset.
- Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
- Experience in the financial services industry preferred.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up.
- Ask questions to understand clients’ financial needs and banking channel preferences.
- Identify and communicate solutions for new and existing clients based on their needs.
- Maintain working knowledge of consumer and business banking products and services, including digital products and services.
- Provide a consistent client experience, greet clients, and process basic transactions.
- Partner with branch team members and other partners to serve clients.
- Open new consumer and business accounts, complete service requests, and submit credit applications.
- Educate clients about emerging and self-service digital products and services.
- Use available resources and technologies to optimize client experience and operational accuracy.
Benefits
- Medical, dental, and vision healthcare coverage.
- 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
Senior
Education Level
High school or GED
