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.
• Manage customer relationships and branch sales activities.
• Conduct customer assessments and sales profiling.
• Onboard new customers and educate them on products.
• Ensure compliance with operational risk controls.
• Prepare for customer meetings with pre-call plans.
• Maintain internal control standards and audit points.
• Promote a supportive and inclusive branch environment.
• Demonstrate good risk management decisions.
• Meet registration requirements under the Federal SAFE Act.

Requirements

• High school diploma or equivalent (GED).
• Minimum of 2 years in retail sales or customer service.
• Strong verbal communication and interpersonal skills.
• Proven ability to deliver exceptional customer service.
• Well-organized with good time management skills.
• Demonstrated financial services product knowledge.
• Ability to communicate tactfully with customers.
• Proficient with internet user-level technology.
• Associates degree preferred.
• Bilingual based on branch needs preferred.

Benefits

• Competitive pay and benefits package.
• Medical and retirement benefits.
• Paid volunteer time each year.
• Support for professional growth and development.
• Inclusive workplace culture.