Relationship Banker II
On-siteFranklin, Tennessee, United States
Job Summary
Build, expand, and retain client relationships by assessing financial needs and offering solutions through products and services. Share the bank's full scope of resources, including traditional in-branch services, digital capabilities, and business partner resources. Execute daily outbound calling, business visits, and networking events to drive sales and meet individual and branch goals. Facilitate consumer loan requests, maintain loan portfolio knowledge, and assist with account service, maintenance, and problem resolution. Ensure all activities comply with laws, regulations, and policies, including BSA and CIP requirements. Engage customers to uncover needs and refer them to partner teams for small business, corporate, institutional, and mortgage services.
Required Qualifications
- HS Diploma/GED
- Two years customer-facing and goal-oriented experience
- Registration with the National Mortgage Licensing System and Registry (NMLS) or ability to obtain an NMLS license after employment
- Ability to effectively motivate and present information in one-on-one and small group situations
- Embrace a team centric approach
- Ability to coach and lead the branch team according to process and protocol in the absence of an AFCM
- Ability to perform occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town)
- Ability to provide support and guidance at other banking institutions within the market
Desired Qualifications
- MS Office programs
- Understanding and utilization of social media platforms to help share brand awareness and obtain market knowledge
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