Relationship Banking Representative

Responsibilities

• Deliver a welcoming, professional, and personalized customer experience during every interaction.
• Serve as a primary point of contact in the lobby, engaging customers proactively and guiding their in-branch journey.
• Build trust by actively listening, asking thoughtful questions, and understanding customers’ financial needs and goals.
• Process everyday banking transactions and routine inquiries accurately while maintaining a consultative, customer-first mindset.
• Open new accounts, close accounts, initiate wire transfers, and support service requests while educating customers on features, benefits, and tools.
• Assist customers with issues such as balance discrepancies, debit card fraud, and other service needs.
• Advocate for customers by coordinating with internal partners and operational teams to ensure timely, accurate resolution.
• Manage customer flow and wait times by scheduling, coordinating, or facilitating appointments with appropriate team members.
• Educate and guide customers on digital banking tools, self-service options, and best practices to enhance convenience and engagement.
• Identify customer needs through conversation and observation, recommending appropriate banking solutions without pressure-based selling.
• Generate and manage customer follow-ups, outreach calls, and appointment setting to strengthen relationships.
• Participate in branch prospecting efforts, campaigns, and community engagement activities.
• Collaborate with branch partners to refer customers to specialists for more complex financial needs.
• Contribute to branch goals by consistently modeling needs-based conversations and relationship-building behaviors.

Qualifications

• High School Diploma or GED required.
• Internal product knowledge, teller, and platform training preferred.
• Two (2) years of customer service and/or banking experience normally required.
• Demonstrated ability to work directly with customers in a service, advisory, or problem-solving capacity.

Other Duties

• Provide support to other branches as needed to ensure proper staffing and service levels.
• Perform other related duties as assigned or directed to support branch and bank objectives.

Ancillary Duties

• As an integral member of Retail Banking, this position is responsible to provide assistance wherever necessary to help the Branches and the Bank in achieving their annual goals.

Qualifications

• Education, Training and Requirements:
• High School Diploma or GED required.
• Internal product knowledge, teller, and platform training preferred.
• Two (2) years of customer service and/or banking experience normally required.
• Demonstrated ability to work directly with customers in a service, advisory, or problem-solving capacity.

Hours

35 hours per week

Compensation

Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements

• While performing the duties of this job, the employee may be required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands or arms, and speak and hear.
• The employee may occasionally be required to lift and or move up to 25 pounds.
• Specific vision abilities required by this job include close vision, and the ability to focus.

Work Environment And Environmental Conditions

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
• The noise level in the work environment is usually moderate.
• The air quality is usually moderate.
• There is no or very limited exposure to physical risk.