Relationship Banker: Build Relationships, Loans & Notary

Opportunitybank; Bozeman (MT); On-site; USD 42,000 - 65,000; Full time

Job summary

Opportunitybank in Bozeman, MT seeks an engaged banking professional to deepen customer relationships and drive branch sales while delivering exceptional service. Responsibilities include opening personal and business deposit accounts, cross-selling loans, and handling teller duties with accuracy and compliance.

The role also supports notary services for Montana documents, mentors new staff, and participates in community outreach to grow relationships.

Responsibilities

• Develop customer relationships through profiling and needs-based questioning.
• Open personal and business deposit accounts and cross-sell loan solutions.
• Perform teller functions with cash drawer and balance as required.
• Maintain and close customer accounts as needed.
• Assist customers in balancing and offer Fresh Start loans.
• Adhere to operational, security, and privacy policies.
• Establish and deepen relationships to meet branch sales goals.
• Serve as Montana Notary Public for document verification.
• Mentor and train new employees as needed.
• Prospect and plan internal/external selling strategies.
• Perform other related duties as assigned.

Job description

Opportunitybank in Bozeman, MT seeks an engaged banking professional to deepen customer relationships and drive branch sales while delivering exceptional service. Responsibilities include opening personal and business deposit accounts, cross-selling loans, and handling teller duties with accuracy and compliance.

The role also supports notary services for Montana documents, mentors new staff, and participates in community outreach to grow relationships.