Job Details

Financial Relationship Banker

Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a financial relationship banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

Duties & responsibilities include providing excellent customer service and effectively resolving customer issues. You will proactively identify opportunities to grow customer relationships through pre-set appointments, centers of influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners. You will also educate and refer customers to other areas of the bank to deepen relationships and build strong internal partnerships. Additionally, you will educate customers on how to optimize their use of bank technology (online, mobile, and atm banking) and maintain your knowledge of all products, services, technology and policies. You will adhere to all operational, security, risk and regulatory policies and procedures and perform other duties as assigned.

Basic qualifications include a high school diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role. Preferred qualifications include a bachelor's degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience. You should demonstrate acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills. Excellent verbal and written communication skills are required, along with comfort with technology such as mobile services and online banking services. Knowledge of consumer and business deposit products is also necessary.

Exempt status: no. Workplace type: office. Our approach to office workplace type enables our teams to deepen connections, maintain a strong community, and do their best work. Specific work arrangements will be provided by the hiring team.