Relationship Bankers build customer relationships through in-person, appointment-based, and virtual engagement, adapting a digital-first approach to provide appropriate financial guidance. They assess customers’ banking needs, gather and process customer and account information, explain deposit and loan products and services, and recommend solutions tailored to individual goals. The role also requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.
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Job Type
Full-time
Career Level
Senior
Education Level
High school or GED