Relationship Banker

Responsibilities

• Advocate for members seeking ways to enhance members’ experience and providing solutions for their financial goals.
• Attract new retail and business members while fostering deeper relationships with existing members.
• Prioritize the delivery of exceptional member service with accuracy and operational excellence, including problem and complaint resolution.
• Support the branch in growing a profitable book of business to achieve individual and team goals.
• Build new relationships through community and foundation involvement and existing member referrals.
• Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations.
• Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance.
• Demonstrate vigilance in detecting and reporting fraud or irregular activities.
• Ensure compliance with all applicable policies, procedures, and regulatory guidelines.
• Achieve goals and objectives provided by management.

• Associate degree preferred, or combination of equivalent education and experience.
• 1 to 2 years of branch banking experience.
• Must have passed and maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions.
• Proficient in Microsoft Word and Excel.
• Ability to multi-task to meet or exceed minimum performance standards.
• Effective verbal, written, and listening communication skills.
• Strong interpersonal skills.
• Flexibility to work out of any location at any time as business needs dictate.
• Ability to lift at least 10 pounds and stand for long periods of time.

Demonstrates strong member advocacy and relationship‑building skills while ensuring compliance with regulatory guidelines. Proficient in delivering exceptional member service and achieving performance goals through effective communication and operational excellence.

• Notary Public License.
• Signature Guarantee Permissions.