Relationship Banker

Clay Today; Colorado; On-site; USD 42,000 - 64,000; Full time

Job summary

Clay Today in Colorado seeks a Relationship Banker to engage customers in person, by appointment, and virtually, providing trusted guidance while embracing a digital first mindset. You will assess banking needs, explain deposit and loan products, and propose suitable solutions based on each customer’s goals.

You’ll greet clients, process basic transactions, open accounts, and educate customers on digital tools.

Responsibilities

• Engage clients in person, by appointment, and virtually to understand banking needs.
• Explain deposit and loan products and educate clients on digital banking options.
• Open new consumer and business accounts and process basic transactions.
• Provide consistent, accurate service and collaborate with branch teammates for client satisfaction.
• Proactively educate clients on self-service digital products to improve the client experience.

Job description

Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.