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Job Description
Job Overview As a Relationship Banker (RB) you will build, expand, and retain client relationships while delivering an exceptional client experience. You will assess financial needs and provide solutions through bank products and services to help clients achieve their goals. Essential Duties and Responsibilities Recommend the full scope of bank resources, including in‐branch services, digital capabilities, and business partner resources. Achieve individual goals through in‐person and outbound calling activities, sharing valued solutions via a needs‐based philosophy. Open and close accounts, assist customers with appropriate account selection, conduct research, and comply with BSA and CIP requirements. Facilitate consumer loan requests, maintain knowledge of loan policies, and assist with the branch's consumer loan portfolio. Uncover needs and refer customers to partner‐centric teams (small business, corporate, institutional, mortgage, and financial advisors). Maintain a high le...