Relationship Banker

• Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency.
• Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease.
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

• 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
• 1+ year of building and maintaining effective relationships with customers and partners
• Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience
• Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments
• Experience assessing needs and recommending products and services for consumer and business customers
• 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• State Insurance license(s)

Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on digital adoption and risk management. Proven ability to assess customer needs and recommend appropriate financial products across various sectors, including consumer and business banking.

• Customer Relationship Management
• Financial Services Experience
• Proactive Outreach
• FINRA Series 6 and Series 63
• Book of Business Management

• Customer Service
• Issue Resolution
• Needs Assessment
• Product Recommendation
• Documentation Practices

• Relationship Building
• Communication
• Problem Solving
• Team Collaboration
• Trust Reinforcement

• FINRA Series 6
• FINRA Series 63
• State Insurance License

• Consumer Banking
• Home Lending
• Business Banking
• Investments
• Risk Management

• Mobile Banking
• Self-Service Banking