Relationship Banker I

Primary Function

Responsible to share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources
•Ensure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophy
•Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers’ accounts, and complying with BSA and CIP requirements
• Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)’ consumer loan portfolio(s)
•Uncover needs and refer customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors
•Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience
•Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
•Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions
•Performs other duties and responsibilities as assigned

Required Skills

•Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization
•Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment
•Coach and lead the branch team according to process and protocol in the absence of an AFCM

Education and/or Experience:
•HS Diploma/GED
•One year customer-facing and goal-oriented experience
•This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or
•Obtain an NMLS license after employment. Please refer to (http:/ for more information

Computer Skills:
•MS Office programs
•Understand and utilize social media platforms to help share brand awareness and obtain market knowledge


40 hours/week : 8am – 6pm Monday through Friday, Saturday hours 8am – Noon as scheduled

Salary Range


Application Process/Contact Information

Apply through

Please email Will Townsend with questions, Market Retail Manager