Relationship Banker

Job Details

Job Location:

Tunnel - HOUMA, LA 70360

Position Type: 40 Hours Per Week

Travel Percentage:
Houma - Thibodaux

Job Shift: Monday – Friday, 8 AM – 5 PM

Job Category:
Loan Assistant, Customer Service

Location:

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

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.

• 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

• 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

• 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

• 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

• 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

• 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.

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…