Relationship Banker I

About the role

The Relationship Banker I builds key relationships with current and prospective customers, delivering a range of banking services focused on personal finances, lending, and customer service.

Responsibilities

• Build and share knowledge of all retail bank products, services, and specialty product lines.
• Listen to and understand customers’ needs to make appropriate product and service recommendations; cross-sell based on financial needs.
• Handle all functions related to opening and closing accounts, including account selection, account research, and compliance with BSA and CIP requirements.
• Advise customers on appropriate consumer loan products; maintain knowledge of loan policies and procedures, process applications, communicate decisions, and close and fund loans.
• Collaborate with other associates and lines of business to make referrals and meet individual and branch goals.
• Maintain knowledge of teller operations, including processing transactions, balancing cash drawers, Teller Cash Recyclers (TCR), vault operations, and basic branch functions.
• Adhere to all company compliance and security guidelines, including dual control functions, records administration, and required logs and reports.
• Ensure all activities comply with applicable laws, regulations, policies, and procedures, including completing required compliance training.
• Perform other duties as assigned.

Requirements

• High School Diploma or equivalent (required).
• 1–2 years’ experience in a customer service role (preferred).

Skills

• Ability to read and interpret procedure manuals, business correspondence, and government regulations.
• Ability to present information and respond to questions from managers, clients, customers, and the public.
• Ability to maintain simple written correspondence.