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Relationship Banker

Posted: 05/17/2023

As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. In this dual role, you will contribute to the success of the branch by:

  • Build lasting relationships with customers, discover their financial needs and tailor product and service recommendations
  • Collaborate with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needs
  • Operate a teller drawer serving customers in the lobby/drive-up
  • Open accounts, perform account maintenance and assist customers with digital products
  • Recognize potential fraud and other risks
  • Depending on the shift, you might be responsible for bank opening/closing
  • Help support community and bank events
 
Qualifications:
  • 1-3 years of experience in a customer service, financial service, or sales role
  • High School Degree or equivalent
  • Intermediate computer skills

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