Relationship Banker Jobs

About The Position

Requirements

• 1-3 years experience in customer service or banking
• High school diploma or GED Required
• A high level of professionalism, confidentiality, and customer service is essential in this role.
• The Relationship Banker regularly interacts with customers and internal departments while providing teller services, account support, and relationship-based banking solutions.
• Strong communication, problem-solving, and interpersonal skills are necessary to effectively identify customer needs, resolve service issues, and recommend appropriate products and services through in-person, telephone, and digital channels.
• Strong communication, customer service and relationship-building skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Problem-solving skills with sound judgment and attention to detail.
• Proficiency with banking systems, Microsoft Office and digital tools.
• Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
• Must be able to read and carry out various written instructions and follow oral instructions.
• Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics.
• Must be able to speak clearly and deliver information in a logical and understandable sequence.
• Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
• Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
• Must be able to effectively handle multiple, simultaneous, and changing priorities.
• Must be capable of exercising the highest level of discretion on both internal and external confidential matters.

Responsibilities

• Provide professional, friendly and responsive service across all customer interactions.
• Process teller transactions accurately and efficiently, including deposits, withdrawals, payments and related services.
• Open, maintain and service a full range of consumer deposit accounts with proper documentation and system accuracy.
• Serve as a primary contact for customer needs including account maintenance, research, digital support and problem resolution.
• Conduct consultative conversations to identify customer needs and recommend appropriate banking products, services and digital tools.
• Educate customers on digital banking solutions such as online banking, mobile deposit, bill pay and debit card services.
• Build, retain and deepen customer relationships through proactive communication, follow-up and service excellence.
• Research and resolve customer issues, escalating more complex situations when necessary.
• Support branch goals through referrals, product knowledge and relationship development.
• Maintain accurate records, balance transactions and complete operational tasks as required.
• Assist with branch operations, training support and team collaboration initiatives.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Benefits

• Comprehensive benefits package
• 401(k) match
• Professional development
• opportunities for advancement
• Tuition assistance
• Transit reimbursement
• Paid time off