Relationship Banker

The Relationship Banker is responsible for growing and deepening customer relationships through proactive outreach, consultative sales conversations, and exceptional service. This individual serves as a trusted financial partner, helping customers achieve their financial goals by identifying needs and recommending appropriate banking products and solutions.

Success in this role requires strong relationship-building skills, a passion for helping customers, and a commitment to generating new business opportunities through referrals, networking, and community involvement.

• Develop and maintain long‑term relationships with consumer and small business customers.
• Conduct proactive outreach to strengthen customer relationships and identify opportunities.
• Grow deposits by recommending products and services that meet customer needs.
• Generate referrals to commercial banking, commercial lending, and treasury management.
• Participate in community events, networking opportunities, and business development activities to promote the bank and generate new relationships.
• Establish and maintain a pipeline of prospects and referral opportunities.

• Conduct comprehensive financial conversations to understand customer goals and banking needs.
• Recommend appropriate deposit accounts, digital banking services, and other financial solutions.
• Consistently achieve or exceed individual sales, referral, and relationship growth goals.
• Identify opportunities to consolidate customer relationships with the bank.

• Open and service consumer and small business deposit accounts.
• Ensure a smooth onboarding experience for new customers.
• Assist customers with digital banking enrollment and adoption.
• Maintain complete and accurate account documentation in accordance with bank policies and regulatory requirements.

• Deliver an exceptional customer experience during every interaction.
• Resolve customer concerns promptly and professionally.
• Serve as a trusted advisor and primary point of contact for banking needs.
• Anticipate customer needs and provide proactive solutions.

• Adhere to all bank policies, procedures, and regulatory requirements.
• Maintain knowledge of BSA/AML, CIP, OFAC, Regulation CC, and other applicable regulations.
• Ensure all account documentation is complete and accurate.
• Protect customer confidentiality and information security.

• High school diploma or equivalent.
• Minimum 2 years of experience in banking, financial services, sales, or relationship management.
• Demonstrated success in sales, business development, or relationship‑building roles.
• Strong communication, networking, and interpersonal skills.
• Experience opening consumer and business accounts.
• Knowledge of deposit products and digital banking services.
• Experience working in a retail banking environment.
• Ability to work independently and as part of a team.

• New household acquisition
• Deposit growth
• Customer retention
• Proactive outbound calling, attending networking functions, and volunteering at community events.
• Adherence to bank policies, procedures, and regulatory requirements.
• Accuracy and completeness of account documentation

• 401(k) and 401(k) matching
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

• Monday to Friday