Relationship Manager Personal Banking - Branch

Relationship Manager Personal Banking
- Branch

Job Category
: ESL Careers

Requisition Number
: RELAT
003091

• Posted :
  August 14, 2026
• Full-Time
• Hybrid

Showing 1 location

Typical hours for this position are Monday
- Friday 8:00am - 5:00pm. Must be flexible to meet current and future business needs.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

Starting Pay: $43.72 per hour Pay Range: $38.68 - $48.76 per hour

In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.

The position is responsible for providing a best in class customer experience, enhancing the engagement of employees, ensuring operational excellence and driving financial results within a targeted book of high potential customers through outbound sales activities.

Employee Engagement

• Build strong relationships with and engage in consistent collaboration meetings with the Branch Manager(s) in the assigned market.
• Build strong relationships and mutually beneficial partnerships with ESL team members in Business Banking, Mortgage and Wealth Management departments.
• Ensure communication is effective and timely with ESL team members.
• Leverage ESL’s recognition programs to drive engagement with the Branch employees and line of business partners.

Customer Experience

• Show commitment to ESL core values.
• Model ESL member-focused behaviors to deliver a superior customer experience.
• Actively manage the allocated book of high-potential customers, through outbound calls and emails, to build relationships and meet the ongoing banking and wealth management needs of the customers.
• Use active listening and needs-based questions to understand the customers’ needs and financial goals.
• Identify products and services to meet the needs of the customer.
• Make recommendations and provide financial guidance to the customer.
• Show commitment to resolving customer issues in the moment or performing the required follow-up work to see the issues through to completion.
• Support our Voice of Customer program by collaborating with our Customer Experience Team.

Operational Excellence

• Adhere to ESL policies, processes, and procedures.
• Collaborate with the operational support departments.
• Accurately process work. Some common examples include, but are not limited to, opening deposit accounts, submitting loan applications and following referral processes.
• Commit to ongoing self-development to build knowledge and enhance skills.
• Responsible for making outbound calls and sending proactive emails to customers in order to schedule appointments
• Cultivate and deepen relationships within the assigned book of high-potential and high net worth customers
• Drive new high net worth customer growth by establishing various customer referral sources through active networking in the business community
• Follow structured and consistent sales activities to achieve assigned sales and referral goals in the following categories:
  • Personal Banking
    - Directly sell deposit products, loan products, payment products (debit cards, credit cards, Zelle), online and mobile banking services
  • Wealth Management
    - Refer customers who will benefit from our financial planning services to the wealth management team, as well as Cooper/Haims Advisors, LLC
  • Mortgage
    - Refer customers who are purchasing a new home or have a need to refinance their existing mortgage to our mortgage team
  • Business Banking
    - Directly sell deposit products, loan…