Relationship Banker

Paycom - ATS; Houma (LA); On-site; USD 65,000 - 95,000; Full time

Job summary

Synergy Bank in Houma, LA is seeking a Relationship Banker III who excels at helping customers achieve financial goals through personalized service, sound guidance, and strong relationship management. This advanced role manages a portfolio of consumer and business loans from application to closing, coordinates closings, and collaborates with lenders, credit, and operations to deliver timely solutions.

Ideal candidates bring solid lending knowledge and a proven ability to mentor teammates while

Qualifications

• Advanced knowledge of lending processes from application to closing.
• Strong understanding of banking regulations and risk controls.
• Proven ability to build and retain customer relationships.
• Experience managing a loan portfolio.
• Ability to train and mentor teammates.
• NMLS registration or ability to obtain (if applicable).

Responsibilities

• Manage a portfolio of consumer and business loan relationships.
• Support full loan lifecycle from application through closing.
• Coordinate closings, funding, and post-closing activities.
• Collaborate with lenders, credit, and operations teams.
• Provide exceptional customer service and guidance.
• Assist with deposit account servicing as needed.
• Promote risk awareness and ensure regulatory compliance.

Skills

Customer relationship management

Lending knowledge

Regulatory compliance

Communication skills

Problem solving

Mentoring/leadership

Education

High school diploma or equivalent

Associate's or Bachelor's degree in Business/Finance (preferred)

Job description

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 DoLending Support & Portfolio ManagementSupport the full loan lifecycle from application through closingGather and organize financial information, documentation, and loan packagesEnsure loan files are accurate, complete, and compliant with regulatory requirementsCoordinate loan closings, documentation, funding, and post-closing activitiesPartner with lenders, credit personnel, and operations teams to ensure timely processing and customer communicationLeadership & Operational ExcellenceServe as a resource and mentor for less experienced team membersPromote operational accuracy, efficiency, and service excellenceAssist with workflow coordination and branch operational supportHelp train and develop teammates on products, procedures, and customer service standardsSupport branch leadership when neededRisk Management & ComplianceMaintain thorough knowledge of banking regulations, policies, and proceduresEnsure compliance with all applicable banking laws and internal controlsPromote risk awareness and quality assurance in daily operationsDemonstrate sound judgment in handling customer transactions and lending-related activitiesProvide Depth to Deposit Account ServicingServe 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 checksProvide 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 DevelopmentRecommend deposit, lending, treasury management, and other financial products based on customer needsResolve complex customer concerns while maintaining a high level of satisfactionGenerate referrals and contribute to branch growth objectivesQualificationsRequiredHigh school diploma or equivalentMinimum of 5 years of banking experienceMinimum of 1 year of experience managing a loan portfolioExperience in consumer lending, commercial lending, or bothDemonstrated ability to build and retain customer relationshipsStrong understanding of banking products, services, and lending practicesExcellent communication, interpersonal, and problem-solving skillsAbility to work independently and exercise sound judgmentPreferredAssociate's or Bachelor's degree in Business, Finance, Accounting, or a related fieldExperience in a community bank environmentExperience with commercial loan documentation and loan closing processesPrevious supervisory, mentoring, or team leadership experienceNMLS registration or ability to obtain registration if applicable