Senior Relationship Banker - Remote

Overview

The Senior Relationship Banker identifies customers' needs through the bank’s retail sales process to provide proactive sales solutions through customer outreach for both basic and complex customer needs.

In Short

• Develop new customer relationships and expand existing ones.
• Utilize portfolio management to identify sales opportunities.
• Engage in customer assessments and profiling for sales opportunities.
• Evaluate financing requests and recommend loan structures.
• Attend community networking events to build relationships.
• Act as a liaison with business partners for product solutions.
• Maintain compliance with operational risk controls.
• Provide exceptional customer service and support.
• Stay current on product and system changes.
• Meet registration requirements under the Federal SAFE Act.

Requirements

• High school diploma or equivalent (GED).
• Minimum of 3 years in retail sales or customer service.
• Strong verbal communication and interpersonal skills.
• Proficient in financial services product knowledge.
• Ability to manage time and prioritize effectively.
• Demonstrated ability to communicate tactfully with customers.
• Associates degree preferred.
• Notary public license preferred.
• Bi-lingual skills based on branch needs.

Benefits

• Competitive pay and benefits.
• Paid volunteer time each year.
• Support for professional growth and development.
• Active role in community engagement.
• Work in a supportive and collaborative environment.