Relationship Banker

Key Responsibilities

• Drive new business deposit growth through in-branch engagement, internal referrals, and proactive external sales activities
• Implement, support, and manage treasury management solutions throughout the full lifecycle of business customer relationships
• Open, update, and maintain accurate customer accounts and profiles within the Jack Henry core system
• Prepare and deliver required customer reporting on a daily, quarterly, and annual basis
• Build strong relationships and generate low-cost deposits through local networking events and community involvement
• Support branch operations by delivering consistently high levels of customer service and collaborating effectively with branch team members
• Ensure compliance with all applicable banking regulations, internal policies, and operational procedures
• Maintain a dual focus on supporting both business banking and consumer banking service and sales opportunities
• Manage branch lobby traffic to ensure efficient customer flow, appropriate coverage, and a positive customer experience
• Perform cash drawer responsibilities, including daily balancing, with a strong emphasis on operational accuracy and branch excellence

Preferred Skills

• Previous experience in a similar role such as a Business Banker, Universal Banker, Small Business Banker/Lead, or Senior Personal Banker
• Strong verbal, written, and interpersonal communication skills
• Professional, adaptable, and comfortable building long-term relationships with consumers and businesses
• Experience with cash drawer operations and balancing

Bonus Skills

• Familiarity with Jack Henry banking products
• Operations experience - documentation, regulation, balancing drawers