Relationship Banker I - North Beverly, MA
$45,760–$60,320 year
On-siteBeverly, Massachusetts, United States
Job Summary
Drive client acquisition and deepen relationships by engaging walk-ins, managing leads, and conducting outbound outreach to uncover financial goals. Interpret client needs using foundational banking knowledge, clearly explain product features and risks, and deliver personalized solutions aligned with their objectives. Execute mortgage inquiries and referrals while adhering to strict regulatory standards, risk awareness, and documentation protocols. Serve as a trusted advocate by educating clients on digital capabilities and resolving concerns end-to-end. Complete required training, share insights across the team, and maintain compliance with AML laws and ethical standards to protect the bank and client.
Required Qualifications
- High School Diploma or GED (or equivalent combination of education and experience)
- 1+ years of experience engaging with clients in a service, sales, or relationship building environment
- Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36
- Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
- Satisfactory results on a criminal background check and a credit report check
- Ability to complete required job-related training upon hire
- Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role
Desired Qualifications
- Teller or cash-handling experience in a financial institution preferred
- Experience educating clients on products and services in a consultative manner
- Notary License (or ability to obtain) preferred
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