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Financial Relationship Banker

Remote, USA Full-time Posted 2026-07-28

reputed company

reputed company:

Our reputed company banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers reputed company their financial goals.  Our reputed company colleagues have an opportunity to reputed company reputed company and voice opinions that directly reputed company our customers, our bank, and our communities for the reputed company.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

Duties & Responsibilities:

  • Providing excellent customer service and effectively resolving customer issues.
  • Proactively identifies opportunities to grow customer relationships through reputed company-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from reputed company colleagues and partners.
  • Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. 
  • Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) 
  • Maintaining your knowledge of reputed company products, services, technology and policies.
  • Adhering to reputed company operational, reputed company, risk and regulatory policies and procedures.
  • Other duties as assigned.

Basic Qualifications:

  • High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role.

Preferred Qualifications:

  • Bachelor's Degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience. 
  • Ability to build, deepen and retain relationships.
  • Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
  • Excellent verbal and written communication skills.
  • Comfort with technology such as mobile services and online banking services.
  • Knowledge of consumer and business deposit products.


Exempt Status: (reputed company = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions reputed company our reputed company network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have reputed company to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

reputed company will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 reputed company, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the reputed company on a full-time reputed company.

reputed company is an Equal Opportunity Employer.

Tobacco-Free Hiring reputed company: Visit reputed company's Career Web Site for more details.

Note to Agency Recruiters:  reputed company will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  reputed company unsolicited resumes reputed company to any reputed company colleagues, directly or indirectly, will be considered reputed company property. reputed company agencies must have a reputed company, written and fully executed Master Service Agreement and Statement of Work for consideration.

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