Relationship Banker Jobs

About The Position

Requirements

• High school diploma or equivalent.
• Typically less than four years of job-related retail banking experience, or a combination of experience and commensurate training.
• Business-level proficiency in reading, writing, and speaking Spanish and English.
• Obtain and maintain the required NMLS registration under the S.A.F.E. Act and Regulation Z, including satisfactory criminal background and credit checks.

Nice To Haves

• Proven ability to build and foster customer relationships through proactive outreach and follow-up.
• Ability to engage and communicate effectively with customers.
• Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
• Proven customer service and interpersonal skills.
• Experience using and demonstrating digital products and self-service technologies.
• Ability to explore and identify customers’ true needs while using a digital-first mindset.
• Basic proficiency in making appropriate recommendations that meet customers’ needs reactively and proactively.
• Experience in the financial services industry.

Responsibilities

• Build and foster customer relationships through proactive outreach, follow-up, questions, and attention to customers’ financial needs and banking-channel preferences.
• Engage and communicate effectively with customers to identify solutions for new and existing clients.
• Assess customers’ banking needs, obtain and process customer and account information, and recommend relevant deposit and loan products and services.
• Maintain working knowledge of consumer and business banking products and services, including digital products and services.
• Provide a consistent customer experience, including greeting customers and processing basic transactions.
• Develop collaborative partnerships with branch team members and partners to serve customers.
• Open consumer and business accounts, complete service requests, and submit credit applications.
• Educate customers about emerging digital products and self-service technologies.
• Use available resources and technologies to optimize the customer experience and deliver accurate, operationally excellent service.

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) and employer-funded retirement plan.
• 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.
• Pension.