Sr Relationship Banker
About The Position
Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual channels, adapting a digital-first mindset to provide counsel and meet customers’ banking needs. They establish trust, assess customer needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with customers’ individual goals. The role includes proactive client outreach and follow-up, identifying appropriate solutions, maintaining knowledge of consumer and business banking products and services, providing a consistent client experience, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Relationship Bankers collaborate with branch colleagues and partners, educate customers about digital and self-service tools, and use available resources and technology to serve customers accurately and efficiently. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment.
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.
- NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.
Nice To Haves
- Proven ability to build and foster client relationships through proactive outreach and follow-up.
- Ability to effectively engage and communicate 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 explore and identify customers’ needs while using a digital-first mindset.
- Advanced 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, learning about clients’ financial needs and banking channel preferences.
- Identify solutions for new and existing clients by engaging and communicating effectively with them.
- Maintain working knowledge of consumer and business banking products and services, including digital offerings.
- Provide a consistent 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 emerging digital products and self-service services.
- Use available resources and technologies to optimize the client experience and maintain operational accuracy.
Benefits
- Healthcare coverage, including medical, dental, and vision
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation, from 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
- Pension
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
