Relationship Banker Jobs

About The Position

Requirements

• High school diploma or GED.
• Two years of banking and/or demonstrated sales experience.
• Two years of experience developing current and new client relationships, achieving sales goals, and building referral sources in a banking or retail environment, with client service and cash handling experience.
• Two years in a lending function, including loan origination and processing.
• In-depth knowledge of consumer and business products and services.
• Demonstrated proficiency in consumer and business lending, including consumer lending and basic business lending skills.
• Ability to understand cash flow, financial statements, and market risk.
• Ability and desire to build technology skills across delivery channels, including online banking platforms, Bill Pay, E-Statements, mobile banking, ATMs, and business banking applications.
• If acting as a Bank MLO, register as an MLO in compliance with SAFE Act requirements. The role is limited to open-end transactions and is not authorized for closed-end mortgage transactions.

Responsibilities

• Build meaningful, long-term client relationships by providing customized solutions and sound financial advice.
• Engage clients and prospects in client and business financial reviews to provide solutions and identify additional financial needs.
• Make recommendations and follow through on commitments to clients.
• Maintain direct contact with internal and external clients and deliver service aligned with the bank’s Breakthrough Client Service Standards.
• Open new deposit accounts and originate consumer loans and some small business loans.
• Build and maintain a loan and deposit portfolio.
• Educate customers about services originated by internal partners, including Treasury Management services.
• Make proactive outbound calls to current and prospective consumer and small business customers.
• Develop a pipeline of prospects through in-branch and outbound business development activities.
• Partner with the branch Manager on community business development meetings when applicable.
• Independently support and resolve client issues involving digital products and services.
• Support the community through events, volunteerism, and other forms of community sponsorship, including activities that may occur outside business hours or on weekends.

Benefits

• Competitive incentive plan
• Professional development through tailored premier banker programs
• Career growth opportunities
• Medical, dental, and vision plans
• 401(k) retirement savings plan with employer match for qualifying associate contributions
• Employee assistance program
• Life insurance
• Disability insurance
• Tuition assistance
• Mental health resources
• Identity theft protection
• Legal support
• Auto and home insurance
• Pet insurance
• Online discount marketplace
• Paid vacation
• Paid sick days
• Paid volunteer days
• Paid holidays