Relationship Banker Jobs

About The Position

Requirements

• High school diploma or equivalent (GED).
• At least one year of banking, sales, or related experience.
• At least six months of experience selling products or services.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment; employees hired or transferring into the position must meet qualification requirements within three months of hire.
• Ability to obtain Notary Public designation.
• Ability to multitask in a fast-paced environment.
• In-depth knowledge of the bank’s products and services across all lines of business.

Nice To Haves

• Prior banking experience.
• Ability to sell and cross-sell bank products and services.

Responsibilities

• Address a wide range of general banking needs and deliver high-quality customer service in a fast-paced, relationship-focused banking center.
• Engage clients in conversations to understand their financial needs and recommend appropriate products, services, and digital solutions.
• Resolve client inquiries, concerns, and complaints within the role’s authority, and use client feedback to strengthen relationships and loyalty.
• Maintain accurate client records and account information.
• Process monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders, and change orders.
• Balance cash, teller cash recyclers (TCR), the vault, ATM, and branch transactions as needed.
• Process non-monetary requests such as stop payments, debit card orders, address changes, and check orders in accordance with policy.
• Follow internal controls, daily security procedures, and banking policies and procedures.
• Monitor and resolve deposit and loan exceptions, escalating issues as appropriate.
• Lead and participate in sales and service activities to support individual, team, and banking center scorecard goals.
• Use guided conversations and relationship management tools to identify opportunities to deepen client relationships.
• Open new consumer and business accounts and process loan applications for new and existing clients.
• Educate clients about digital tools and enroll them in electronic banking products and services during account opening and onboarding.
• Participate in teleconsulting activities, including call blocks and call nights, to support sales goals.
• Use CRM and sales tools to document, track, and manage client interactions and incentive plan activity.
• Identify new business opportunities and make referrals for merchant services, treasury management, mortgages, and investments.
• Participate in daily huddles, weekly meetings, coaching sessions, touch bases, and the sales management process.
• Guide and support associates on operational procedures, service standards, and sales practices; serve as a resource for problem resolution and procedural questions.
• Assist the Banking Center Manager with administrative and operational activities, including audits, branch balancing, and efficiency initiatives.
• Complete required training and maintain current regulatory, operational, and product knowledge.
• Comply with applicable regulations, policies, and reporting requirements, including BSA, OFAC, CIP, EDD, and information security standards.

Benefits

• Base pay plus bonuses
• Medical insurance
• Dental insurance
• Vision insurance
• 401(k)
• Health savings and flexible spending accounts
• Vacation and sick time
• Paid holidays
• Paid parental leave
• Tuition reimbursement
• Additional benefits