Relationship Banker

Position Overview

Relationship Banker I

• Build and maintain relationships with clients.
• Communicate effectively, motivating and responding to others’ needs.
• Handle detailed work accurately and efficiently, following established guidelines.
• Participate in maintaining guidelines, structure, and policies.
• Provide exceptional client service to a diverse audience.
• Introduce clients to new products, services, and digital solutions.
• Demonstrate knowledge of mortgage, business, and installment loan options.
• Assist other departments and maintain rapport with clients and associates.

• High school diploma or equivalent.

• Previous banking, cash handling, or financial services experience.
• 6+ months of successful sales experience.
• Self‑starter, passionate, and motivated.
• Passion for educating clients on banking products and digital technologies.
• Strong work ethic and accuracy in work completion.
• Logical thinking for analysis and decision making.
• Multitasking ability.
• Proficiency with multiple computer and software systems.
• Ability to calculate figures such as cash back and percentages.

This role participates in a scorecard‑based incentive plan, with quarterly bonuses based on performance metrics. Benefits include insurance, 401(k), associate stock purchase program, paid time off, and associate banking perks.