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Relationship Banker

Job in Hamilton, Ravalli County, Montana, 59840, USA
Listing for: Foothills Bank
Full Time position
Listed on 2026-01-04
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 40000 - 50000 USD Yearly USD 40000.00 50000.00 YEAR
Job Description & How to Apply Below

About The Role

As a Relationship Banker you will be the primary point of contact for our customers in the branch. Your role will support growth of the bank’s market share through new account acquisition, deepening relationships through referrals and helping our clients reach their full financial potential. You will assist clients with everyday cash handling transactions and engage with them as a relationship manager to recommend products and services that fit their unique financial needs.

As a Relationship Banker, you will own the customer interaction from start to finish, allowing true personal connections to develop.

Duties and Responsibilities

Receive and process customer financial transactions including deposits, withdrawals, loan payments, cashier’s checks, money orders, and funds transfers. Maintain and balance cash drawer daily.

Open and close client accounts. Answer questions about bank products and services and make recommendations to clients to enrich their financial lives.

Provide exceptional customer service, modeling the FSB “Welcome” tenets:

  • Warm – Demonstrate warmth; be genuine and approachable
  • Engage – Engage with teammates and customers, be present in every interaction
  • Listen – Actively listen to employees and clients
  • Connect – Build relationships, connect with the community and teams
  • Opportunity – Seek out opportunities to serve others
  • Modify – Adjust your approach to meet employees and clients where they are; style‑flex and adapt as appropriate
  • Experience – Create a true experience for the client by providing exceptional customer service on their financial journey

Actively engage with corporate growth strategies, initiatives, and partners.

Support Community Reinvestment Act (CRA) through business development efforts.

Essential Functions

Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Maintain strict confidentiality of customer’s personal and financial information.

Develop and improve skills through training programs and regular feedback discussions with supervisors, and participate in all training sessions and complete all assigned OnCourse training courses, achieving a passing score by the due date.

Adhere to First Security Bank’s core values; represent the bank in a professional manner that includes a professional image, confidentiality, a positive ‘can‑do’ attitude, good attendance, punctuality, flexibility, and adaptability in meeting internal and external customer needs.

Must be capable of regular, reliable, and timely attendance to accomplish essential job functions, including in‑person contact with internal and external customers.

Position performs other duties as needed/assigned.

About You Qualifications

High school diploma or GED.

Minimum of 6 months related experience in customer service, sales, and/or banking. Placement to Relationship Banker II, III, or IV depends on experience.

Knowledge, Skill, Ability

Working knowledge of standard office equipment. Basic computer skill with the ability to learn various office software, including word processing, spreadsheets, 10‑key, and general computer applications.

Communicate Effectively: both verbally and in writing with others in a clear, thorough, and timely manner using appropriate and effective communication tools and techniques. Demonstrate soft phone skills by treating all internal and external customers politely and courteously. Understand and follow complex written and oral instructions.

Customer Service:
We are community‑inspired and pride ourselves on offering exceptional service to both internal and external customers. We expect you, as an employee, to support our values and vision of Integrity, Service, and Success.

Teamwork:
Demonstrate ability to work independently and as part of a team. Work cooperatively and effectively with others to set and achieve goals, help others, resolve problems, and make decisions that enhance organizational effectiveness.

Professionalism:
Exhibit a professional manner in dealing with others; work to develop and maintain cooperative and positive…

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