Relationship Banker - Remote

Overview

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

In Short

• Identifies customer needs and provides sales solutions.
• Specializes in branch customer experience and lobby management.
• Plays a key role in relationship management and sales processes.
• Conducts customer outreach and follow-ups via phone and email.
• Onboards new customers and establishes trust with existing clients.
• Prepares for sales interactions and manages customer servicing.
• Adheres to compliance and operational risk controls.
• Promotes a supportive environment reflecting the bank's brand.
• Responsible for meeting registration requirements under the Federal SAFE Act.
• Completes other related duties as assigned.

Requirements

• High school diploma or equivalent (GED).
• Minimum of 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.
• Notary public license preferred.
• Bilingual based on branch needs preferred.

Benefits

• Competitive pay and benefits.
• Forty hours of paid volunteer time each year.
• Commitment to fair and market-informed pay.
• Opportunities for growth and development.
• Supportive work environment with core values of integrity and collaboration.
• Access to a network of over 1,000 branches.
• Engagement in community-building activities.
• Focus on employee well-being and career advancement.
• Equal employment opportunities for all applicants.
• Drug-free workplace policies in place.