Relationship Banker I - Pine Hills
$49,920,000–$69,680,000 year
On-sitePlymouth, Massachusetts, United States
Job Summary
Drive client acquisition and deepen relationships through walk-in engagement, lead management, and outbound outreach at the bank location. Conduct goals-based discovery to uncover client needs, explain product features and risks with transparency, and deliver personalized solutions including mortgage referrals. Serve as a trusted advocate by educating clients on digital capabilities, resolving issues end-to-end, and adhering to strict risk and regulatory standards. Maintain accurate documentation and verify client identification in compliance with AML laws and the SAFE Act. Requires NMLS registration, notary license preferred, and ability to obtain required training.
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
- Teller or cash-handling experience in a financial institution preferred
- Experience educating clients on products and services in a consultative manner
- Demonstrated ability to communicate clearly and effectively with clients and colleagues
- Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment
- Ability to exercise sound judgment and problem-solving skills in client interactions
- Basic proficiency with Microsoft Office or similar workplace technologies
- 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
- Notary License (or ability to obtain)
- 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, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority
Desired Qualifications
- Must be able to lift 50 lbs
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