Relationship Banker

• Acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies
• Drive balanced growth across deposits, lending, and investments
• Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions
• Coordinate warm introductions and convert qualified opportunities into closed outcomes
• Educate customers on self-service and mobile banking options to increase digital adoption
• Resolve account inquiries and service requests within authorized limits
• Document actions and establish follow-up plans
• Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations
• Work in a collaborative branch environment and support customers through scheduled appointments, lobby engagement, and proactive outreach

• 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
• 1+ year assessing and meeting customer needs or helping with issue resolution
• 1+ year building and maintaining effective relationships with customers and partners
• Ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships
• Knowledge of book of business management, planning-conversation documentation, and follow-through
• Experience assessing needs and recommending products and services for consumer and business customers
• Ability to educate customers on self-service and mobile banking options
• Clear and confident communication, empathetic listening, and ability to build credibility and trust
• 1+ year of financial services experience is desired
• FINRA Series 6 and Series 63 examinations or recognized equivalents required, active or completed within a designated timeframe
• Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018
• FINRA Series 65 or equivalent must be attempted within a specified period for employees hired in South Carolina or North Carolina, among listed states
• State Insurance license(s) required, active or completed within a designated timeframe
• SAFE registration required at time of employment
• Required FINRA licenses must be obtained and maintained for continued employment
• Must meet enhanced financial fitness and criminal background standards
• Loan Originators must meet LO/CFPB requirements
• Credit report may be reviewed and additional ongoing screening may apply
• Must be able to work a schedule including most Saturdays
• Not eligible for visa sponsorship

Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on compliance and risk management. Proficient in educating customers on digital banking options and driving growth across deposits, lending, and investments.

• Customer Relationship Management
• Financial Services Experience
• FINRA Series 6 and Series 63
• Self-Service Banking Education
• Proactive Outreach

• Customer Service Experience
• Needs Assessment
• Product Recommendation
• Book of Business Management
• Planning-Conversation Documentation

• Clear Communication
• Empathetic Listening
• Building Credibility
• Trust Development

• FINRA Series 6
• FINRA Series 63
• Securities Industry Essentials (SIE)
• State Insurance License
• SAFE Registration

• Consumer Banking
• Business Banking
• Lending
• Investments
• Risk Management

• Mobile Banking Solutions
• Digital Adoption Strategies