Relationship Banker

Build Relationships. Deliver Solutions. Make an Impact.

At Synergy Bank, we believe banking is personal. We are seeking a Relationship Banker III who is passionate about helping customers achieve their financial goals through exceptional service, sound financial guidance, and strong relationship management.

This is an advanced-level banking position responsible for managing a portfolio of consumer and business relationships while supporting the lending process from application through closing. The ideal candidate brings a strong knowledge of commercial and/or consumer lending, a proven ability to cultivate customer relationships, and experience managing a loan portfolio.

If you thrive on delivering personalized service, identifying financial solutions, and becoming a trusted advisor to customers, we invite you to join our team.

What You'll DoLending Support & Portfolio Management Support the full loan lifecycle from application through closing

Gather and organize financial information, documentation, and loan packages

Ensure loan files are accurate, complete, and compliant with regulatory requirements

Coordinate loan closings, documentation, funding, and post-closing activities

Partner with lenders, credit personnel, and operations teams to ensure timely processing and customer communication

Leadership & Operational Excellence Serve as a resource and mentor for less experienced team members

Promote operational accuracy, efficiency, and service excellence

Assist with workflow coordination and branch operational support

Help train and develop teammates on products, procedures, and customer service standards

Support branch leadership when needed

Risk Management & Compliance Maintain thorough knowledge of banking regulations, policies, and procedures

Ensure compliance with all applicable banking laws and internal controls

Promote risk awareness and quality assurance in daily operations

Demonstrate sound judgment in handling customer transactions and lending-related activities

Provide Depth to Deposit Account Servicing Serve as the 4th-in-line Customer Service Representative for deposit account servicing.

Assist with account inquiries, maintenance, safe deposit boxes, and general services.

Open new accounts and maintain existing accounts using bank systems (e.g., BPM, NuPoint, NAC, or similar).Issue debit cards and maintain account supplies (account kits, cards, account numbers).Order checks

Provide support on various types of accounts: consumer, business, IRA, HSA.Process wire transfers and related agreements according to procedures.

Handle debit card disputes and coordinate with the Fraud Department.

Relationship Management & Business Development Recommend deposit, lending, treasury management, and other financial products based on customer needs

Resolve complex customer concerns while maintaining a high level of satisfaction

Generate referrals and contribute to branch growth objectives

Qualifications Required High  school diploma or equivalent

Minimum of 5 years of banking experience

Minimum of 1 year of experience managing a loan portfolio

Experience in consumer lending, commercial lending, or both Demonstrated ability to build and retain customer relationships

Strong understanding of banking products, services, and lending practices

Excellent communication, interpersonal, and problem-solving skills

Ability to work independently and exercise sound judgment

Preferred

Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field

Experience in a community bank environment

Experience with commercial loan documentation and loan closing processes

Previous supervisory, mentoring, or team leadership experienceNMLS registration or ability to obtain registration if applicable