Relationship Banker - Remote

Overview

The Relationship Banker identifies customers' needs through the bank’s retail sales process to provide proactive sales solutions and enhance the customer experience.

In Short

• Identify customer needs through proactive outreach.
• Provide basic sales solutions and refer complex needs to partners.
• Manage lobby experience and customer interactions.
• Conduct customer assessments and profile for sales opportunities.
• Follow up with clients to educate on products/services.
• Onboard new customers and maintain relationships.
• Prepare for appointments and perform customer servicing.
• Adhere to compliance and operational risk controls.
• Support branch goals through sales and service.
• Stay updated on product changes and risk management.

Requirements

• High school diploma or equivalent; 2 years retail sales experience preferred.
• Strong verbal communication and interpersonal skills.
• Exceptional customer service abilities.
• Well-organized with time management skills.
• Financial services product knowledge.
• Ability to communicate with tact and diplomacy.
• Proficient with internet user-level technology.
• Associates degree or notary public license preferred.
• Bilingual skills based on branch needs.
• Physical ability to stand for long periods and lift objects.

Benefits

• Competitive salary and market-informed pay.
• Comprehensive medical and retirement benefits.
• Forty hours of paid volunteer time each year.
• Supportive work environment reflecting core values.
• Opportunities for professional growth and development.