Relationship Banker - Remote

Overview

The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services.

In Short

• Greet and engage customers in a friendly manner.
• Identify customer needs and offer solutions through bank products.
• Develop and maintain strong customer relationships.
• Promote and cross-sell bank products.
• Open and manage a variety of accounts.
• Process transactions with accuracy.
• Adhere to bank policies and regulatory requirements.
• Assist with branch operations and administrative tasks.
• Requires previous banking and/or sales experience.
• Knowledge of Microsoft Office is required.

Requirements

• Strong sales and customer service skills.
• Strong oral and written communication skills.
• Basic math and accounting functions.
• Ability to accurately count money.
• Ability to perform duties under time pressures.
• High School diploma required.
• Active registration with NMLS if lending.

Benefits

• 401(k) match and profit sharing.
• Employee stock purchase plan.
• Paid time off and medical benefits.
• Company-paid life insurance and long-term disability.
• Wellness incentives and employee assistance program.