Banker Jobs

About The Position

Requirements

• 4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
• 3+ years of experience building and maintaining effective relationships with customers and partners.
• 3+ years of experience recommending products and services.
• FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within the designated timeframe.
• Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
• FINRA Series 65 (or equivalent) is required within a specified period for employees hired in the listed states, subject to the stated Wyoming exception and current state regulations.
• SAFE registration is required at the time of employment.
• Ability to meet enhanced financial fitness and criminal background standards and maintain required FINRA licenses.
• Ability to work a schedule that includes most Saturdays.

Nice To Haves

• Experience recommending financial products and translating customer goals into clear, actionable recommendations.
• Ability to proactively source, acquire, and deepen customer relationships through outreach and internal partnerships.
• Experience managing a book of business, documenting planning conversations, and following through to support retention and growth across deposits, lending, and investments.
• Experience coaching or supporting peers to strengthen team performance and customer impact.
• Clear, confident communication; empathetic listening; and ability to build credibility and trust.
• Financial services industry experience in consumer banking, home lending, business banking, or investments.
• 3+ years of experience in a licensed financial services position.
• Successful completion of FINRA Series 6 and 63 exams (or recognized equivalents) sufficient to qualify for immediate FINRA registration.
• State insurance license(s).

Responsibilities

• Acquire new affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned appointments.
• Lead discovery conversations to understand customer goals and recommend tailored banking and credit strategies across deposits, lending, and investments.
• Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customers’ needs evolve.
• Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
• Educate customers about self-service and mobile banking options to encourage digital adoption.
• Advise branch colleagues on relationship development and complex customer needs.
• Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
• Support everyday banking needs, including account opening and service requests.

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance
• Critical illness insurance
• Accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement