Relationship Banker

Support.com; Delta Charter Township (MI); On-site; USD 40,000 - 65,000; Full time

Job summary

A leading company in retail banking is seeking a Relationship Banker to enhance customer engagement and satisfaction. The role involves proactive marketing, operational risk management, and ensuring compliance while resolving customer issues. Ideal candidates will be skilled in customer relations and adept at managing financial conversations within the banking center environment.

Benefits

Career Growth Opportunities

Incentive Program

Health, Dental, Vision Insurance

Tuition Assistance Program

Employee Stock Purchase Plan

Qualifications

• Ability to execute proactive marketing and engage customers effectively.
• Experience in customer-centric roles, especially in retail banking.
• Understanding of compliance and operational risk management.

Responsibilities

• Marketing for customer attraction and retention.
• Ensuring compliance with regulations and operational standards.
• Providing excellent customer service and resolving complaints.

Skills

Customer Engagement

Marketing Strategies

Financial Wellness Conversations

Tools

CRM Tools

Job description

What we can offer you:

• Career Growth -- promotional opportunities
• Incentive program based on performance
• Paid Time Off (PTO)
• Paid Holidays for Full Time/Part Time Employees
• Health, Dental, Vision, 401k match and Life Insurance
• Employee Assistance Program
• Tuition Assistance Program (Full Time)
• Financial Coaching and Benefit Guidance
• Floating Cultural Holiday
• Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
• Retirement Plan
• Employee Stock Purchase Plan

Position Overview:

The Relationship Banker contributes to the success of Retail Banking Centers by being a trusted resource for customers. Responsibilities include marketing to identify customer needs, providing solutions to grow loans, deposits, and income, delivering a customer-centric experience, and maintaining operational discipline. This role supports Banking Centers within the District and may require occasional Saturday work.

Position Responsibilities:

Marketing Activities:

• Execute proactive marketing for customer attraction, retention, and expansion.
• Complete daily planning activities.
• Onboard and engage customers, introduce products and services, and follow up promptly.
• Act as a digital ambassador to promote digital solutions.
• Initiate financial wellness conversations to add value.
• Support portfolio management efforts to retain and grow customer relationships.
• Participate in community events to increase outreach.
• Utilize CRM tools effectively.

Operational Risk:

• Ensure compliance with laws, regulations, and policies.
• Complete necessary compliance training.
• Manage operational and risk activities for the role.
• Follow risk assessment and compliance standards.
• Control losses by adhering to policies.

Customer Experience Management:

• Develop product knowledge and participate in Banker Readiness.
• Lead banking center activities in the absence of the Manager.
• Assess needs and add value to customers.
• Educate customers and fulfill requests.
• Resolve complaints and deepen relationships.
• Follow customer experience guidelines and feedback.
• Complete Comerica Platform Training.
• Provide excellent service in all interactions.
• Perform routine Teller transactions as needed.
• Maintain confidentiality of customer information.

Partnership:

• Enhance collaboration within the Banking Center.
• Identify opportunities to connect customers with partners.