Relationship Banker Jobs

About The Position

Requirements

• High school diploma or equivalent.
• Previous customer service experience.
• Ability to influence customers, ask for business, and close sales.
• Strong interpersonal and verbal and written communication skills.
• Strong organizational skills.
• Ability to work effectively as a team player.
• Attention to detail.
• Ability to multitask.
• Willingness and ability to drive and travel to all branch locations.
• Ability to meet the physical demands of the job, including sitting, standing, using hands, reaching, talking, hearing, walking, and occasionally lifting or moving up to 10 pounds; required vision abilities include close, distance, color, peripheral, and depth perception and adjustment of focus.

Nice To Haves

• Previous banking experience.

Responsibilities

• Provide hospitable, responsive, and professional service across in-person, phone, and electronic customer interactions.
• Answer basic and complex questions about customer accounts, resolve problems, prevent dissatisfaction, and refer escalated issues to branch management.
• Process customer and account transactions accurately and efficiently, including check negotiation, withdrawals, deposits, gift cards, cashier checks, money orders, bond redemption, cash advances, loan payments and draws, and coin orders.
• Open accounts and process account maintenance according to established procedures, including required documentation, CIP, and Yellow Hammer processes.
• Maintain transaction accuracy and balancing records, and take initiative to find and correct cash differences.
• Provide branch operational support through cash audits, indexing, second reviews on accounts, and document tracking as assigned.
• Complete required annual training and follow federal and state regulations and internal policies and procedures.
• Identify customer needs and recommend products and services that support their financial needs or strengthen their financial position.
• Refer customers to specialized departments, including retail loans, commercial loans, treasury management, and wealth services.
• Assist in managing the branch book of business, including outbound customer communication.
• Maintain an NMLS license and process consumer loan applications.
• Consistently meet or exceed goals set by branch management.
• Support team members across the branch and organization; demonstrate dependability, professionalism, and the Bank’s Core Values.
• Assist CSR staff with complex customer questions and issues, providing approvals as needed.
• Participate in additional duties and projects, such as sponsoring teller training, teller expert groups, and online banking (BANNO) quarterback or expert groups.
• Assist desk staff and branch management.
• Understand and follow the Bank’s BSA/AML Program and related procedures; if supervising staff, ensure they understand applicable compliance responsibilities.
• Drive and travel to all branch locations.