Relationship Banker II

Relationship Banker

The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing.

Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.

Salary Range: $17.00/Hr.

- $29.75/Hr. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

Key Accountabilities:

• Develop and grow client and prospective client relationships
• Achieve sales and service targets
• Operations oversight

Key Competencies for Position:

• Culture Leadership:
  Communication, Collaboration
• Execution Leadership:
  Drive and Execution, Problem Resolution/Decision-Making
• Client Leadership:
  Client Leadership

Key Measures of Success/Key Deliverables:

• Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
• Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
• Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.

Position Levels:

There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.

Relationship Banker:

• Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
• Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.

Qualifications and

Education Requirements:

• High School diploma or GED Equivalent
• Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
• Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.

Relationship Banker II:

• Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined time frames, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
• Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
• Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
• May manage an assigned client portfolio to handle all consumer banking relationship needs.
• Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
• Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.

Qualifications and

Education Requirements:

• High School diploma or GED Equivalent
• Minimum one year relationship-based client consultation and/or consultative sales experience
• Minimum one year banking experience including…