Relationship Banker

Build and retain customer relationships by identifying financial needs and recommending banking products and services. Open and maintain accounts, operate a teller drawer, assist with digital banking, identify potential fraud, and connect customers with specialized banking partners. This full-time, on-site role may also include branch opening or closing and community events.

Responsibilities

• Build customer relationships and identify financial needs.
• Recommend tailored financial products and services.
• Refer customers to mortgage, wealth management, and other specialists.
• Operate a teller drawer and serve lobby and drive-up customers.
• Open accounts, perform account maintenance, and assist with digital products.
• Identify potential fraud and support branch operations and community events.

Required Skills

• Teller drawer operations
• Cash handling
• Account opening
• Account maintenance
• Banking product knowledge
• Customer financial needs assessment
• Product recommendations
• Digital banking support
• Fraud recognition
• Intermediate computer skills