Relationship Banker

Job Summary

This role engages clients in the lobby to educate and assist them with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. It includes accurately and efficiently processing cash transactions and building meaningful conversations to understand clients' financial and life priorities.

• Execute the bank's risk culture and strive for operational excellence.
• Build and nurture relationships with clients to meet their financial needs.
• Follow established processes and guidelines to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grow business knowledge and network by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience and manage cash responsibilities.

• Highly motivated self‑starter with a strong work ethic and intense focus on results.
• Collaborates effectively and builds strong relationships.
• Passion, commitment, and drive to deliver an experience that improves clients' financial lives.
• Confidence in identifying solutions for new and existing clients based on their needs.
• Effective and confident communication with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Educate clients on how to conduct simple banking transactions through self‑service technologies such as ATM, online banking, and mobile banking.
• Strong critical thinking and problem‑solving skills.
• Adheres to established processes, guidelines, laws, and regulations.
• Efficiently manages time and capacity; focuses on results while acting in the best interest of the client.
• Must be able to work weekends and/or extended hours.

• Experience in financial services and knowledge of industry products and solutions.
• One year of demonstrated successful sales experience in a salary‑plus incentive environment with individual sales goals.
• Six months of cash‑handling experience.
• Bachelor's Degree or business‑relevant Associate’s Degree (e.g., business management, administration, or finance).

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience
• Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent.

1st shift (United States) – 40 hours per week.