Relationship Banker - Remote

Overview

The Relationship Banker identifies customers' needs through the bank’s retail sales process, providing proactive sales solutions and ensuring a positive customer experience.

In Short

• Identify customer needs and provide basic sales solutions.
• Manage customer relationships through proactive outreach.
• Conduct customer assessments and profiling for sales opportunities.
• Perform customer servicing interactions and account opening.
• Adhere to compliance and operational risk controls.
• Schedule appointments and prepare for customer meetings.
• Maintain knowledge of financial services products.
• Proactively educate clients on products and services.
• Work collaboratively with internal business partners.
• Support branch goals and activities through sales efforts.

Requirements

• High school diploma or equivalent (GED).
• Minimum 2 years of retail sales or customer service experience.
• Strong verbal communication and interpersonal skills.
• Well-organized with time management skills.
• Demonstrated financial services product knowledge.
• Ability to communicate with tact and diplomacy.
• Proficient with internet user-level technology.
• Associates degree preferred.
• Bilingual skills based on branch needs preferred.
• Ability to stand for long periods and lift objects as needed.

Benefits

• Competitive salary and pay for performance.
• Medical and retirement benefits.
• Forty hours of paid volunteer time each year.
• Commitment to employee growth and development.
• Supportive work environment reflecting company values.