Relationship Banker Jobs

About The Position

Requirements

• High school diploma or equivalent.
• Typically, a minimum of four to five years of job-related retail banking experience, or a combination of experience and commensurate training.
• Business-level proficiency in reading, writing, and speaking both Spanish and English.
• Ability to meet and maintain NMLS registration requirements, including the 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.
• Thorough 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 identify customers’ underlying 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 preferred.

Responsibilities

• Build and foster client relationships through proactive outreach and follow-up, learning about financial needs and preferred banking channels.
• 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.
• Develop collaborative partnerships 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 ensure operational excellence and accuracy.

Benefits

• Healthcare coverage, including medical, dental, and vision.
• Basic term and optional term life insurance.
• Short-term and long-term disability insurance.
• Pregnancy disability and parental leave.
• 401(k), employer-funded retirement plan, and pension, subject to eligibility requirements.
• 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 program.