Banking Relationship Specialist (Senior Relationship Banker)

Responsibilities

• Build and nurture professional client relationships using assessment tools and meaningful conversations to uncover needs, make suitable recommendations, and refer referrals to banking center teams or business partners.
• Use assessment tools to capture detailed notes on customer conversations and interactions.
• Open and service deposit accounts, including complex business accounts.
• Originate a consumer loan portfolio.
• Engage in outbound business development and community involvement activities.
• Participate in morning huddles, calling efforts, business development, and coaching conversations with leadership.
• Process account transactions accurately and efficiently to minimize errors and reduce fraud.
• Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating when needed.
• Serve as a role model for the banking center team and coach relationship-building activities.
• Collaborate with line of business partners to foster teamwork, exceptional service, and ongoing learning.
• Provide backup assistance to other retail banking roles and locations as necessary.
• Model and uphold the Bank's standards for exceptional customer service.
• Support the bank's values and mission with enthusiasm.
• Maintain a high level of integrity, trustworthiness, and professionalism at all times.
• Promote teamwork, lead by example, and take initiative to assist others.
• Complete all required training on time.
• Embrace continuous learning and apply constructive feedback from experienced teammates.
• Maintain reliable punctuality and attendance.
• Adhere to all Bank policies, procedures, and guidelines.

Requirements

• Knowledge of bank products and services including online banking, mobile banking applications, and banking cards.
• Knowledge of bank policies and procedures.
• Demonstrated ability to provide excellent customer service with a friendly, approachable, enthusiastic, and professional demeanor.
• Ability to act as a trusted advisor with confidence.
• Effective verbal and written communication skills.
• Team player mindset capable of thriving in a dynamic environment.
• Strong critical thinking, attentive to detail, and productive in a fast-paced setting.
• Ability to work without close supervision and maintain confidentiality.
• Adherence to policy, procedure, safety, and security protocols.
• Willingness to travel to other locations for training or staffing needs as required.
• Proficiency with computer use and Microsoft Office applications.
• High school diploma or equivalent required; bachelor’s degree preferred.
• 1+ year of retail customer service and/or sales experience required.
• Knowledge of business and consumer banking products required.
• Experience with and ability to explain bank products, online banking, mobile banking applications, and banking cards preferred.
• Proven ability to meet sales goals and financial targets preferred.
• Leadership or coaching experience strongly preferred.
• NMLS license, or successful completion of the NMLS process within 30 days of hire, required.

Technologies

• Microsoft Office

Benefits

• PTO (paid time off)
• 401(k) matching
• Health insurance
• Dental insurance
• Vision insurance
• Pet insurance
• Special perks and discounts

Job Expectations

• Operate standard office equipment and technology used in a business environment, with or without accommodation.