Relationship Banker II (SR) - Springfield - PA (Full Time)
$4,836,000–$6,396,000 year
On-siteSpringfield, Pennsylvania, United States
Job Summary
Cultivate and sustain long-term client relationships through leads management, outbound efforts, and proactive outreach in a bank location. Proactively engage in client conversations to uncover needs, deliver personalized banking solutions, and manage complex scenarios involving mortgage inquiries and residential lending activities. Lead client engagement across walk-in, appointment, and outbound opportunities while ensuring accurate documentation, strong risk awareness, and adherence to regulatory standards. Serve as the primary point of accountability for client concerns, resolving issues end-to-end or escalating appropriately as required.
Required Qualifications
- High School Diploma or GED (or equivalent combination of education and experience)
- 2+ years of experience engaging clients in a sales, service, or relationship building capacity, including identifying needs and delivering solutions
- Prior experience in a banking environment, including teller, platform, or relationship banking roles
- Demonstrated ability to conduct consultative client conversations, including uncovering needs and recommending appropriate products and services
- Strong communication skills with the ability to convey information clearly, concisely, and confidently to diverse client populations
- Demonstrated ability to manage multiple priorities, independently organize work, and consistently meet deadlines in a fast-paced environment
- Demonstrated ability to apply sound judgment and problem-solving skills in client-facing and operational scenarios
- 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
- 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)
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