Relationship Banker

Paycom - ATS; Houma (LA); On-site; USD 55,000 - 75,000; Full time

Job summary

Synergy Bank in Houma, LA seeks a Relationship Banker III to manage a loan portfolio and deliver personalized financial guidance from application to closing. The role emphasizes building strong customer relationships and delivering sound lending solutions across consumer and commercial products.

The candidate should have 5+ years in banking, strong communication, and a proven ability to mentor teammates while ensuring regulatory compliance and service excellence.

Qualifications

• High school diploma or equivalent required.
• Minimum 5 years banking experience.
• Minimum 1 year of experience managing a loan portfolio.
• Experience in consumer or commercial lending.
• Ability to build and retain customer relationships.
• Strong understanding of banking products, services and lending practices.
• Excellent communication, interpersonal, and problem-solving skills.
• Ability to work independently and exercise sound judgment.

Responsibilities

• Support the full loan lifecycle from application through closing.
• Gather and organize financial information, documentation, and loan packages.
• Ensure loan files are accurate, complete, and compliant with regulatory requirements.
• Coordinate loan closings, documentation, funding, and post-closing activities.
• Partner with lenders, credit personnel, and operations teams to ensure timely processing and customer communication.
• Serve as a resource and mentor for less experienced team members.
• Promote operational accuracy, efficiency, and service excellence.
• Assist with workflow coordination and branch operational support.
• Help train and develop teammates on products, procedures, and customer service standards.
• Support branch leadership when needed.
• Maintain knowledge of banking regulations, policies, and procedures.
• Ensure compliance with applicable banking laws and internal controls.
• Promote risk awareness and quality assurance in daily operations.
• Demonstrate sound judgment in handling customer transactions and lending-related activities.
• Provide depth to deposit account servicing with handling inquiries, account management, and related tasks.
• Assist with deposits, withdrawals, wire transfers, and account servicing procedures.
• Open new accounts and maintain existing accounts using bank systems.
• Issue debit cards and manage account documents.
• Process wire transfers and associated agreements.
• Handle debit card disputes and coordinate with Fraud Department.
• Develop relationships to generate referrals and contribute to branch growth.

Skills

Customer relationship management

Loan portfolio management

Banking product knowledge

Communication skills

Problem-solving

Independent work

Education

High School diploma or equivalent

Associate's or Bachelor's degree (preferred)

Tools

BPM

NuPoint

NAC

Job description

Job Details: Job Location: Tunnel - HOUMA, LA, Position Type: 40 Hours Per Week, Education Level: High School Degree / Equivalent, Salary Range: Undisclosed, Travel Percentage: Houma - Thibodaux, Job Shift: Monday - Friday, 8 AM - 5 PM, Job Category: Loan Assistant, Customer Service, Build Relationships. Deliver Solutions. Make an Impact.

At Synergy Bank, we believe banking is personal. We are seeking a Relationship Banker III who is passionate about helping customers achieve their financial goals through exceptional service, sound financial guidance, and strong relationship management.

This is an advanced-level banking position responsible for managing a portfolio of consumer and business relationships while supporting the lending process from application through closing. The ideal candidate brings a strong knowledge of commercial and/or consumer lending, a proven ability to cultivate customer relationships, and experience managing a loan portfolio.

If you thrive on delivering personalized service, identifying financial solutions, and becoming a trusted advisor to customers, we invite you to join our team.

What You'll Do

Lending Support & Portfolio Management

• Support the full loan lifecycle from application through closing
• Gather and organize financial information, documentation, and loan packages
• Ensure loan files are accurate, complete, and compliant with regulatory requirements
• Coordinate loan closings, documentation, funding, and post-closing activities
• Partner with lenders, credit personnel, and operations teams to ensure timely processing and customer communication

Leadership & Operational Excellence

• Serve as a resource and mentor for less experienced team members
• Promote operational accuracy, efficiency, and service excellence
• Assist with workflow coordination and branch operational support
• Help train and develop teammates on products, procedures, and customer service standards
• Support branch leadership when needed

Risk Management & Compliance

• Maintain thorough knowledge of banking regulations, policies, and procedures
• Ensure compliance with all applicable banking laws and internal controls
• Promote risk awareness and quality assurance in daily operations
• Demonstrate sound judgment in handling customer transactions and lending-related activities

Provide Depth to Deposit Account Servicing

• Serve as the 4th-in-line Customer Service Representative for deposit account servicing.
• Assist with account inquiries, maintenance, safe deposit boxes, and general services.
• Open new accounts and maintain existing accounts using bank systems (e.g., BPM, NuPoint, NAC, or similar).
• Issue debit cards and maintain account supplies (account kits, cards, account numbers).
• Order checks
• Provide support on various types of accounts: consumer, business, IRA, HSA.
• Process wire transfers and related agreements according to procedures.
• Handle debit card disputes and coordinate with the Fraud Department.

Relationship Management & Business Development

• Recommend deposit, lending, treasury management, and other financial products based on customer needs
• Resolve complex customer concerns while maintaining a high level of satisfaction
• Generate referrals and contribute to branch growth objectives

Qualifications: Qualifications

Required

• High school diploma or equivalent
• Minimum of 5 years of banking experience
• Minimum of 1 year of experience managing a loan portfolio
• Experience in consumer lending, commercial lending, or both
• Demonstrated ability to build and retain customer relationships
• Strong understanding of banking products, services, and lending practices
• Excellent communication, interpersonal, and problem-solving skills
• Ability to work independently and exercise sound judgment

Preferred

• Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field
• Experience in a community bank environment
• Experience with commercial loan documentation and loan closing processes
• Previous supervisory, mentoring, or team leadership experience
• NMLS registration or ability to obtain registration if applicable