Relationship Banker
$35,360–$35,360 year
On-siteDexter, Michigan, United States
Job Summary
Develop and cultivate long-term client relationships by providing personalized financial solutions, cross-selling products, and referring clients to partners in mortgage, investments, and wealth management. Maintain contact through proactive outreach via lobby engagement, outbound calls, and in-house events while resolving complex customer service issues and processing transactions accurately. Educate clients on digital solutions including mobile, online, and ATM offerings to enhance their service experience. Achieve sales and service targets for loan production, new account openings, and digital banking enrollment.
Required Qualifications
- High School diploma or GED Equivalent
- Minimum one year relationship-based client consultation and/or consultative sales experience
- Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered
- Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
- Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register
Desired Qualifications
- banking industry a plus
- Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes
- bankers with existing experience in a similar role at another financial institution
- Demonstrates consultative sales skills and strong service levels to build and deepen client relationships
- May manage an assigned client portfolio to handle all consumer banking relationship needs
- Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations
- Completes Relationship Banker Development Program to demonstrate advanced proficiency in role
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