Relationship Banker

• Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions
• Champion digital adoption by educating customers on self-service and mobile banking options
• Resolve account inquiries and service requests within authorized limits
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations

• 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
• 1+ year of building and maintaining effective relationships with customers and partners
• Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships
• Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through
• Experience assessing needs and recommending products and services for consumer and business customers
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• 1+ year of financial services experience in one or a combination of consumer, home lending, business banking, or investments
• Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• State Insurance license(s)

Demonstrates expertise in customer relationship management, with a strong focus on proactive outreach and tailored banking solutions. Proficient in digital adoption strategies and compliance with financial regulations.

• Customer Relationship Management
• Proactive Outreach
• Financial Services Experience
• FINRA Series 6 and Series 63
• State Insurance License

• Customer Service
• Issue Resolution
• Needs Assessment
• Product Recommendation
• Book of Business Management
• Documentation Practices
• Digital Banking Education
• Self-Service Solutions
• Mobile Banking Strategies
• Risk Management

• Effective Relationship Building
• Team Collaboration
• Communication Skills
• Judgment
• Problem Solving

• FINRA Series 6
• FINRA Series 63
• State Insurance License

• Consumer Banking
• Home Lending
• Business Banking
• Wealth Management
• Financial Regulations