Relationship Banker

About the role

The Relationship Banker serves as a trusted financial guide for customers, delivering an exceptional experience at every interaction. This role blends customer service, consultative banking, and operational accuracy to help customers achieve their financial goals. By understanding each customer's needs, the Relationship Banker recommends products, services, and solutions that deepen relationships and support long-term financial wellness. This position ensures all activities are completed with accuracy, compliance, professionalism, and a genuine commitment to creating a positive banking experience.

Responsibilities

• Customer Experience & Service
  • Create a welcoming, personalized experience for every customer with a warm greeting, eye contact, and use of their name.
  • Provide fast, friendly, and accurate service across all teller and platform responsibilities.
  • Actively listen and uncover customer needs to recommend the right products, services, and solutions.
  • Support customers through a full range of transactions, account questions, and service requests.
  • Educate customers on the bank's digital tools, services, and features that simplify their financial life.
• Relationship Building & Sales Support
  • Engage customers in meaningful conversations to understand financial goals and identify opportunities.
  • Recommend appropriate products and services that support customer needs and help grow the relationship.
  • Maintain documentation of conversations, needs identified, and solutions offered.
  • Refer customers to specialists (loans, financial services, business banking) when appropriate.
• Operational Excellence
  • Perform teller functions following all bank policies, procedures, and compliance requirements.
  • Complete account openings, maintenance, and closings with accuracy and efficiency.
  • Maintain up-to-date product knowledge and stay informed on new offerings and enhancements.
  • Balance cash drawers daily and resolve discrepancies promptly.
  • Follow security procedures and support branch opening/closing routines.
• Compliance & Risk Management
  • Uphold confidentiality standards and safeguard customer information.
  • Complete all required compliance and regulatory training on schedule.
  • Ensure all customer identification and account opening protocols (including CIP) are followed without exception.
• Team & Culture
  • Demonstrate the bank's core values in all interactions with customers, colleagues, and community members.
  • Contribute to a positive, team-oriented branch environment.
  • Support other branch locations as needed.

Other duties, responsibilities, and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance.

Qualifications

• Excellent customer relations demeanor; professional in appearance and communication.
• High school diploma or equivalent.
• Previous banking experience.
• Display a positive, team-oriented attitude.
• Experience in cash handling and customer service.
• Basic math and computer skills.
• Ability to work a variable work schedule.
• Maintain confidentiality of information.
• Ability to multi-task.
• Ability to sit/stand for extended periods of time.
• Ability to view computer screen, paperwork, and cash.
• Ability to perform fine manipulation when working with cash and other paperwork.
• Ability to travel to other branch locations, as needed.