Relationship Banker

Jobtailor

Wilkes-Barre (Luzerne County)

On-site

USD 55,000 - 75,000

Full time

7 days ago

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Job summary

Jobtailor in the United States seeks a Relationship Banker LP who will transition to Relationship Banker (SAFE) after licensing. You will acquire, manage, and grow a portfolio of consumer and business client relationships and lead discovery-driven conversations to tailor banking and credit strategies.

You will drive retention and balanced growth across deposits, lending, and investments, educate customers on self-service and mobile options, and collaborate with Wealth, Home Lending, and Business

Qualifications

2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
1+ year of assessing and meeting customer needs or helping with issue resolution
1+ year of building and maintaining effective relationships with customers and partners
Proven ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships
Knowledge of book of business management, planning conversation documentation, and follow-through across deposits, lending, and investments
Experience assessing needs and recommending products and services for consumer and business customers
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
1+ year of financial services experience in consumer, home lending, business banking, or investments

Responsibilities

Acquire, manage, and grow a portfolio of consumer and business customer relationships
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Drive retention and balanced growth across deposits, lending, and investments
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking teams
Convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options to promote digital adoption
Resolve account inquiries and service requests within authorized limits
Document actions and set follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy and regulatory adherence
Work in a collaborative branch environment and support customers through appointments, lobby engagement, and proactive outreach
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after successful licensing and SAFE requirements

Skills

Customer Relationship Management

Communication Skills

Empathy

Collaboration

Problem Resolution

Education

FINRA Series 6

FINRA Series 63

SIE

State Insurance License

SAFE Registration

Tools

CRM software

Financial Software

Job description

Acquire, manage, and grow a portfolio of consumer and business customer relationships
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Drive retention and balanced growth across deposits, lending, and investments
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking teams
Convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options to promote digital adoption
Resolve account inquiries and service requests within authorized limits
Document actions and set follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy and regulatory adherence
Work in a collaborative branch environment and support customers through appointments, lobby engagement, and proactive outreach
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after successful licensing and SAFE requirements

Requirements

2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
1+ year of assessing and meeting customer needs or helping with issue resolution
1+ year of building and maintaining effective relationships with customers and partners
Proven ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships
Knowledge of book of business management, planning conversation documentation, and follow-through across deposits, lending, and investments
Experience assessing needs and recommending products and services for consumer and business customers
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
1+ year of financial services experience in consumer, home lending, business banking, or investments
FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient for immediate FINRA registration; licenses must be active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018
State Insurance license(s) required, active or completed within a designated timeframe
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements
Ability to work a schedule that includes most Saturdays
Must meet enhanced financial fitness and criminal background standards
Must comply with financial responsibility, character, fitness, and criminal background standards
No visa sponsorship available

Core Competencies

Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on compliance and risk management. Proficient in financial services, including deposits, lending, and investments, while fostering collaboration across teams.

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