Relationship Banker

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 Drive retention and balanced growth across deposits, lending, and investments Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking teams Convert qualified opportunities into closed outcomes Educate customers on self-service and mobile banking options to promote digital adoption Resolve account inquiries and service requests within authorized limits Document actions and set follow-up plans Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy and regulatory adherence Work in a collaborative branch environment and support customers through appointments, lobby engagement, and proactive outreach Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after successful licensing and SAFE requirements Requirements 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education 1+ year of assessing and meeting customer needs or helping with issue resolution 1+ year of building and maintaining effective relationships with customers and partners Proven 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 across deposits, lending, and investments Experience assessing needs and recommending products and services for consumer and business customers Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust 1+ year of financial services experience in consumer, home lending, business banking, or investments FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient for immediate FINRA registration; licenses must be active or completed within a designated timeframe Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018 State Insurance license(s) required, active or completed within a designated timeframe SAFE registration required at the time of employment Loan Originators must meet LO/CFPB requirements Ability to work a schedule that includes most Saturdays Must meet enhanced financial fitness and criminal background standards Must comply with financial responsibility, character, fitness, and criminal background standards No visa sponsorship available Core Competencies Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on compliance and risk management. Proficient in financial services, including deposits, lending, and investments, while fostering collaboration across teams. Highest-signal resume keywords Customer Relationship Management Financial Services Experience Proactive Outreach Risk Management FINRA Licensing Hard Skills Customer Service Needs Assessment Product Recommendation Book of Business Management Planning Conversation Documentation Deposits Lending Investments Self-Service Banking Mobile Banking Soft Skills Clear Communication Empathy Building Trust Collaboration Problem Resolution Certifications & Qualifications FINRA Series 6 FINRA Series 63 Securities Industry Essentials (SIE) State Insurance License SAFE Registration Industry Keywords Consumer Banking Home Lending Business Banking Investments Financial Fitness Standards Criminal Background Standards Loan Originator Requirements Compliance Customer Engagement Digital Adoption #J-18808-Ljbffr Jobtailor