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

• Identifies customer needs and provides sales solutions.
• Manages customer relationships through proactive outreach.
• Conducts customer assessments and profiles for sales opportunities.
• Completes basic research on customer profiles.
• Onboards new customers and establishes trust.
• Prepares for and conducts scheduled appointments.
• Adheres to compliance and operational risk controls.
• Promotes diversity and reflects the bank's brand.
• Maintains internal control standards.
• 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.
• Exceptional customer service ability.
• 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.
• Bilingual based on branch needs preferred.

Benefits

• Competitive pay and benefits.
• Paid volunteer time each year.
• Commitment to diversity and community engagement.
• Support for employee growth and development.
• Strong company values and culture.