Relationship Banker Sylva
On-siteSylva, North Carolina, United States
Job Summary
Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships through scheduled appointments, lobby engagement, and proactive outreach. Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments. Partner with colleagues across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions and converting qualified opportunities into closed outcomes. Resolve account inquiries and service requests within authorized limits while demonstrating risk excellence through accurate documentation and timely issue escalation. Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction and service efficiency. This temporary LP role transitions to the SAFE position upon licensing completion, requiring active Saturdays and adherence to enhanced financial fitness and criminal background standards.
Required Qualifications
- 2+ years of customer service experience
- 1+ year of assessing and meeting the needs of customers or helping with issue resolution
- 1+ year of building and maintaining effective relationships with customers and partners
- Ability to work a schedule that will include most Saturdays
- Active FINRA Series 6 examination
- Active FINRA Series 63 examination
- Active State Insurance license(s)
- Enhanced financial fitness standards
- Criminal background standards
- SAFE registration
Desired Qualifications
- Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience
- Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments
- Experience assessing needs and recommending products and services for consumer and business customers
- 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
- Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others
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