Financial Relationship Banker - Remote

Overview

The Financial Relationship Banker plays a crucial role in helping customers achieve their financial goals by building and maintaining strong relationships with both consumer and business clients.

In Short

• Empower customers to achieve their financial goals.
• Provide excellent customer service and resolve issues effectively.
• Identify opportunities to grow customer relationships.
• Educate customers on bank products and services.
• Maintain knowledge of all banking products and policies.
• Adhere to operational, security, and regulatory procedures.
• Work collaboratively with internal teams.
• Engage in a disciplined sales process.
• Utilize technology to enhance customer interactions.
• Contribute to a positive team environment.

Requirements

• High School Diploma or GED required.
• Minimum of 1 year in customer service and sales experience.
• Preferred: Bachelor's Degree and 1+ years in banking or financial services.
• Strong relationship-building skills.
• Excellent verbal and written communication skills.
• Comfort with technology and online banking.
• Knowledge of consumer and business deposit products.
• Ability to work in a team-oriented environment.
• Demonstrated sales acumen.
• Commitment to adherence to policies and regulations.

Benefits

• Inclusive team environment.
• Opportunities for professional development.
• Flexible work arrangements available.
• Comprehensive benefits package.
• Supportive workplace culture.
• Access to banking products and services.
• Opportunities to collaborate with colleagues.
• Commitment to diversity and equal opportunity.
• Engagement in community initiatives.
• Support for work-life balance.