Financial Relationship Banker - Franklin, IN

About the role

Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers, retaining and growing relationships by proactively identifying financial goals and recommending appropriate deposit, loan and other banking products and services.

Responsibilities

• Provide excellent customer service and effectively resolve customer issues.
• Proactively identify opportunities to grow customer relationships through pre‑set appointments, Centers of Influence, a disciplined sales process, new customer follow‑up program, and sourcing referrals from customers, bank colleagues and partners.
• Educate and refer customers to other areas of the bank to deepen relationships and build strong internal partnerships.
• Educate customers on how to optimize their use of bank technology (online, mobile, and ATM banking).
• Maintain knowledge of all products, services, technology and policies.
• Adhere to all operational, security, risk and regulatory policies and procedures.
• Other duties as assigned.

Basic Qualifications

• High School Diploma or GED.
• Minimum of 1 year customer service and sales experience in banking, financial services, goal‑driven retail sales, business‑to‑business sales, or military service in an administration, contracting, civil affairs or similar role.
• Subject to additional background check requirements, including fingerprinting as required by NMLS regulations.

Preferred Qualifications

• Bachelor’s Degree.
• 1 year or more in customer service and sales in banking, financial services, goal‑driven retail sales, or business‑to‑business sales.
• Ability to build, deepen and retain relationships.
• Demonstrated acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
• Excellent verbal and written communication skills.
• Comfort with technology such as mobile services and online banking services.
• Knowledge of consumer and business deposit products.

Employment Details

• Exempt status: Eligible for overtime pay (non‑exempt).
• Workplace type: Office, with potential flexible work arrangements for certain positions outside the branch network.