Relationship Banker - Remote

Overview

The Relationship Banker identifies customers' needs through the bank’s retail sales process and provides proactive sales solutions while managing customer relationships in the branch.

In Short

• Identify customer needs and provide sales solutions.
• Manage customer relationships through proactive outreach.
• Conduct customer assessments and profiling.
• Onboard new customers through various outreach methods.
• Maintain compliance with operational risk controls.
• Demonstrate exceptional customer service skills.
• Collaborate with internal partners for complex needs.
• Prepare for customer appointments and follow-ups.
• Stay current on product and system changes.
• Promote diversity and uphold the bank's brand.

Requirements

• High school diploma or equivalent (GED).
• 2 years of retail sales or customer service experience.
• Strong verbal communication and interpersonal skills.
• Ability to manage time effectively.
• Knowledge of financial services products.
• Proficient in internet user-level technology.
• Ability to communicate tactfully with customers.
• Physical ability to interact in a customer-facing environment.
• Bilingual skills preferred based on branch needs.
• Notary public license preferred.

Benefits

• Competitive pay and benefits package.
• Paid volunteer time each year.
• Commitment to diversity and community service.
• Support for employee growth and development.
• Opportunities to build long-lasting customer relationships.