Relationship Banker

Job Type

Full-time

Full-Time | Non-Exempt | Reports to Branch Manager

Are you passionate about building relationships, delivering exceptional service, and helping customers reach their financial goals? We’re looking for a Relationship Banker who thrives in a customer-focused environment and is driven to create meaningful banking experiences.

In this role, you’ll combine consultative sales, transaction expertise, compliance knowledge, and community engagement to support the overall success of the branch. You’ll proactively identify customer needs, recommend tailored financial solutions, and contribute to branch growth and revenue goals.

• Proactively identify customer needs and deliver personalized financial solutions using a consultative approach.
• Promote and cross-sell deposit products, consumer loans, home equity products, and digital banking solutions.
• Track and document sales activity using CRM tools.
• Participate in branch promotions, marketing campaigns, business outreach, and community networking events.
• Conduct needs-based financial conversations and refer clients to specialized banking partners when appropriate.

• Process transactions accurately and efficiently, including deposits, withdrawals, check cashing, transfers, loan payments, and ATM transactions.
• Educate customers on products, services, fees, and policies.
• Resolve customer inquiries and concerns in a timely, professional manner.
• Build trust and deepen relationships through proactive service and solution-based conversations.

• Open and maintain consumer and business deposit accounts.
• Process debit card requests, check orders, and wire transfers.
• Administer online banking services, reset passwords, and troubleshoot digital banking issues.
• Process consumer loan applications, advances, disbursements, and payoffs.
• Handle IRA distributions, renewals, and closeouts while ensuring proper documentation.

• Maintain current knowledge of banking regulations, compliance policies, and security procedures.
• Process BSA reporting, including CTRs, SARs, and monetary instrument logs.
• Follow robbery deterrence procedures and ensure dual control protocols.
• Conduct security audits including bait money logs, alarm testing, and counterfeit currency monitoring.

• Participate in CRA initiatives and volunteer activities.
• Represent the bank at community events and financial literacy workshops.
• Support branch sponsor ships and networking initiatives.
• Perform additional duties as assigned.

• Balance personal cash drawer and assist with vault and ATM reconciliation.
• Conduct end-of-day balancing procedures and maintain accurate audit logs.
• Monitor transactions for potential fraud and verify funds availability.
• Follow all cash handling, balancing, and dual control protocols.

If you are relationship-driven, detail-oriented, and motivated to grow within a dynamic banking environment, we encourage you to apply.

• High school diploma or equivalent required.
• Bachelor’s degree in finance, business, or related field preferred.
• Active NMLS registration preferred and/or ability to obtain registration required.
• Certifications in Banking or Financial Advisor/Coach designation desired.
• Notary Public certification preferred.

• Minimum 3 years of banking experience in customer service, sales, or relationship management.
• Proven track record of cross-selling banking products and services.
• Experience with consumer loan processing, wire transfers, and digital banking platforms.

• Strong consultative selling and relationship-building skills.
• Excellent customer service, communication, and problem-solving abilities.
• High attention to detail with strong mathematical and transaction processing skills.
• Proficiency in banking software, CRM tools, and Microsoft Office.
• Knowledge of financial regulations, compliance standards, and security best practices.

• Frequently moves throughout the branch to assist customers and team members.
• Regular use of computers, phones, and office equipment.
• Extended periods of seated desk work.
• Occasionally lifts and carries items under 20 lbs.
• May occasionally travel between branch locations or community events.

$22.00 - $27.00 per hour (DOE)