Sr Relationship Banker
About The Position
Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel while adapting a digital-first mindset. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role includes proactive outreach and follow-up, identifying client needs and banking channel preferences, and delivering a consistent client experience. Relationship Bankers maintain knowledge of consumer and business banking products, handle basic transactions, open accounts, complete service requests, and submit credit applications. They also educate clients about digital and self-service products and collaborate with branch team members and partners to serve clients accurately and effectively. 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 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 explore and identify customer 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, follow-up, questions, and discovery of financial needs and channel preferences.
- Identify and recommend solutions for new and existing clients based on their needs.
- Engage and communicate effectively with clients.
- 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 digital and self-service products and services.
- Use available resources and technologies to optimize the client experience and deliver operational accuracy.
Benefits
- Healthcare, including medical, dental, and vision 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
