Financial Relationship Banker -Madison, MS (Colony Crossing)

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. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs 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.
• Perform 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.
• Knowledge of consumer and business deposit products.

Employment Details

• Exempt status: Not eligible for overtime pay.

Work Arrangement

This position is based in an office environment. Certain positions outside the branch network may be eligible for a flexible work arrangement that combines in‑office and work‑from‑home options. Remote roles will have opportunities to gather in offices for important moments. Specific work arrangements will be provided by the hiring team.