Relationship Banker

About This Role

Relationship Bankers build connections with customers, engaging them through various channels including in-person, by appointment, and virtually. They provide financial counsel with a digital-first mindset, helping customers make better financial decisions and enabling communities to grow. This role focuses on assessing and attending to banking needs, processing information, and recommending solutions based on unique customer goals.

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs and banking channel preferences
• Identify solutions for new and existing clients by effectively engaging and communicating with clients
• Maintain a working knowledge of consumer and business banking products and services, including digital products and services
• Provide a consistent optimal client experience, including greeting clients and processing basic transactions
• Develop collaborative partnerships with branch team members and partners to best serve clients
• Open new consumer and business accounts, complete service requests, and submit credit applications
• Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs
• Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy

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
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z (subject to required registration process, including criminal background and credit check)

Nice to have:

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

Benefits

• Our approach to benefits and total rewards considers our team members’…