Relationship Banker

Acquire, manage, and grow a portfolio of consumer and business customer relationships Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies Drive balanced growth across deposits, lending, and investments Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions Coordinate warm introductions and convert qualified opportunities into closed outcomes Educate customers on self-service and mobile banking options to increase digital adoption Resolve account inquiries and service requests within authorized limits Document actions and establish follow-up plans Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations Work in a collaborative branch environment and support customers through scheduled appointments, lobby engagement, and proactive outreach Requirements 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education 1+ year assessing and meeting customer needs or helping with issue resolution 1+ year building and maintaining effective relationships with customers and partners Ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships Knowledge of book of business management, planning-conversation documentation, and follow-through Experience assessing needs and recommending products and services for consumer and business customers Ability to educate customers on self-service and mobile banking options Clear and confident communication, empathetic listening, and ability to build credibility and trust 1+ year of financial services experience is desired FINRA Series 6 and Series 63 examinations or recognized equivalents required, active or completed within a designated timeframe Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018 FINRA Series 65 or equivalent must be attempted within a specified period for employees hired in South Carolina or North Carolina, among listed states State Insurance license(s) required, active or completed within a designated timeframe SAFE registration required at time of employment Required FINRA licenses must be obtained and maintained for continued employment Must meet enhanced financial fitness and criminal background standards Loan Originators must meet LO/CFPB requirements Credit report may be reviewed and additional ongoing screening may apply Must be able to work a schedule including most Saturdays Not eligible for visa sponsorship Core Competencies Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on compliance and risk management. Proficient in educating customers on digital banking options and driving growth across deposits, lending, and investments. Highest-signal resume keywords Customer Relationship Management Financial Services Experience FINRA Series 6 and Series 63 Self-Service Banking Education Proactive Outreach ATS Optimization Keywords Hard Skills Customer Service Experience Needs Assessment Product Recommendation Book of Business Management Planning-Conversation Documentation Soft Skills Clear Communication Empathetic Listening Building Credibility Trust Development Certifications & Qualifications FINRA Series 6 FINRA Series 63 Securities Industry Essentials (SIE) State Insurance License SAFE Registration Industry Keywords Consumer Banking Business Banking Lending Investments Risk Management Tools & Technologies Mobile Banking Solutions Digital Adoption Strategies #J-18808-Ljbffr