Relationship Banker

About the Role

Relationship Bankers build meaningful, long‑term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice and often collaborating with internal Bank partners. Relationship bankers are expected to be active in the community and engage customers where and how they prefer to bank by providing education on digital and traditional solutions to achieve their banking needs.

Engage clients and prospects in client financial and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments to clients. Maintain direct contact with external and internal clients, delivering outstanding service in alignment with the bank’s Breakthrough Client Service Standards. Primary associate in the branch to open new deposit accounts and to originate consumer loans.

Originates consumer loans and some small business loans and is actively building and maintaining a loan and deposit portfolio. Educates customers about the availability of services originated by internal partners such as Treasury Management services. Performs proactive outbound phone calls to current and prospective consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the community.

Develops a pipeline of prospects from in‑branch and outbound business development activities. Independently supports and resolves client issues with digital products and services. Supports the community, which may include events during and after business hours, weekends, volunteerism, and other forms of community sponsorship.

• Engage clients and prospects in client financial and business financial reviews.
• Make recommendations and follow through on commitments to clients.
• Maintain direct contact with external and internal clients, delivering outstanding service.
• Open new deposit accounts and originate consumer and small business loans.
• Educate customers about services such as Treasury Management.
• Perform proactive outbound phone calls to current and prospective customers.
• Partner with branch Manager for outbound business development meetings.
• Develop a pipeline of prospects from in‑branch and outbound activities.
• Support and resolve client issues with digital products and services.
• Participate in community events, volunteerism, and sponsor ships.

• High School Diploma or GED, required.
• 2 years of banking and/or sales experience required.
• 2 years of developing current and new client relationships, achieving sales goals, and building referral sources in a banking or retail environment with client service and cash handling experience required.
• 2 years in a lending function with loan origination and processing functions required.
• In‑depth knowledge of Consumer and Business products and services.
• Demonstrated proficiency in consumer and business lending.
• Ability to understand cash flow, financial statements, and market risk.
• Demonstrates desire and ability to build upon technology skills in various delivery channels including online banking, Bill Pay, E-Statements, mobile banking, ATM, and business banking applications.
• This position may require you to act as a Bank MLO, authorised by the Bank to take mortgage loan applications and other activities as defined in the SAFE Act. All MLOs will be required to register as an MLO complying with the SAFE Act requirements. This position is not authorised to act as a Bank Closed‑End MLO and is limited to open‑end transactions (home equity lines of credit) only.

The pay range for this role is $24.00 to $27.00 per hour. The pay rate for the selected candidate is dependent upon a variety of non‑discriminatory factors including, but not limited to, job‑related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance‑based incentive compensation, and those details will be provided during the recruitment process. Competitive Incentive Plan:
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