Relationship Banker

LOCATION:

This position may travel to our neighboring offices to offer assistance for a limited number of weeks throughout the year.

POSITION SUMMARY:

The Relationship Banker is responsible for delivering exceptional customer service while supporting branch operations, with an emphasis on loan support, account management, and relationship development. This role serves as a key point of contact for customers, assisting with financial needs, processing transactions, and ensuring efficient, compliant operations within the branch.

LOAN SUPPORT FUNCTIONS Assist loan officers and loan staff with servicing loan files throughout the loan lifecycle

Support loan processing activities including:

Inputting loan applications into applicable systems (e.g., Laser Pro)
Assigning loans for document preparation

Processing renewals and denied loan packages within regulatory time frames

Tracking loan status using established checklists

Prepare loan files for closing by ensuring completion of approvals, documentation, and insurance requirements

Coordinate loan closings, including preparing tickets, distributing proceeds, and submitting completed files for review and booking

Maintain accuracy, completeness, and timeliness in all loan-related documentation

Perform additional loan-related duties within scope as assigned CUSTOMER RELATIONSHIP & SERVICE Develop and maintain strong relationships with new and existing customers by providing prompt, professional, and courteous service

Identify customer needs and recommend appropriate banking products and services

Open new accounts and perform maintenance on existing accounts with accuracy

Process customer transactions, including wire transfers and other service requests

Assist customers with safe deposit box access

Respond to customer inquiries via phone and in person

Collaborate with team members to achieve branch service and sales goals BRANCH OPERATIONS SUPPORT overall branch operations by working efficiently with team members to meet customer needs

Provide operational assistance and coverage across branch functions as needed

May provide guidance or support in the absence of branch leadership, depending on experience level COMPLIANCE & RISK MANAGEMENT Adhere to all bank policies, procedures, and regulatory requirements, including BSA/AML compliance

Maintain strict confidentiality of customer and company information

Ensure all transactions and documentation meet accuracy, quality, and regulatory standards EDUCATION AND EXPERIENCE

REQUIRED:

High school diploma or equivalent EDUCATION AND EXPERIENCE PREFERRED:

Previous experience with Loan Two or more years of banking experience

Business degree from a technical school and/or college

Knowledge of NuPoint, New Account Console, Card@Once, IMM, and Chexsystems

ADDITIONAL REQUIREMENTS:

May require NMLS registration depending on role responsibilities

Regular attendance required; occasional overtime or after-hours activities may be necessary

May require travel to other branch locations REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

General knowledge in Microsoft programs Excel, Word and Outlook.

Proficient at operating a computer, typing/word processing, ten key number pad, printer, fax machine, and copier.

The interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor through the day.

Must possess superior organizational skills, communication skills and capable of making good judgments.

Must have a professional appearance and manner at all times.

Ability to travel to designated Synergy Bank locations as needed.

Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.

PHYSICAL REQUIREMENTS:

Regular attendance is required. Must be available for a full-time schedule (40 Hours) Monday - Friday, 8 AM - 5 PM.While performing the duties of this job, the employee is regularly required to stand; walk; sit; use of hands and fingers to feel or handle equipment and files; reach with hands and arms; and talk and hear.

The employee is occasionally required to climb or balance and stoop, kneel, or crouch.

MENTAL REQUIREMENTS:

Must have the attention span to stay alert and attentive during a normal 8-hour workday.

The Relationship Banker must be able to make sound, quick decisions based on the facts of a situation, and remain calm and in control in a possible ever-changing environment or an emergency.

Must be able to follow instructions and procedures exactly as trained or as directed by his or her supervisor.

Must be able to listen to, grasp, and respond positively to supervision and instructions by Management.

Ability to safeguard and maintain confidential information as directed by Federal law and Company policy.

Cognitive ability to perform the essential duties and functions of his or her job.
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