Job Description
- Role :Client Relationship Banker
About the Role:
We are seeking an Client Relationship Banker to join the Consumer, Small & Business Banking division. The role focuses on providing exceptional customer service, helping clients achieve their financial goals, and promoting banking solutions that enhance convenience and trust.
Key Responsibilities:
- Deliver exceptional customer experiences through proactive relationship-building.
- Assist customers with new account openings, service requests, and loan applications.
- Recommend suitable financial products and digital banking solutions.
- Identify and refer clients to appropriate internal partners based on financial needs.
- Maintain compliance with banking policies, risk programs, and regulatory standards.
- Support safe and accurate cash handling operations.
- Meet the requirements of the SAFE Act and maintain registration as a Loan Originator.
Required Qualifications:
- Minimum of 6 months’ experience in customer interaction or service, or equivalent through education, training, or military experience.
Preferred Skills & Experience:
- Experience handling complex transactions across multiple systems.
- Strong interpersonal and communication skills.
- Proven ability to build and sustain long-term client relationships.
- Familiarity with digital banking platforms and mobile services.
- Attention to detail with adherence to policies and compliance standards.
- Ability to identify fraud risks and take preventive action.
- Team-oriented approach with integrity and professionalism.
- Availability to work a flexible schedule, including Saturdays.
Benefits:
- Health and wellness programs
- Retirement and 401(k) plan
- Paid time off and parental leave
- Life and disability insurance
- Tuition reimbursement and professional development
- Employee discounts and savings programs
- Inclusive and growth-oriented culture
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Job Tags
Flexible hours,