Relationship Banker

_Summary:_

The Relationship Banker serves as a trusted financial guide and a dynamic customer champion. This dual professional not only deepens customer relationships through exceptional service and personalized financial guidance but also plays a pivotal role in supporting branch operations. As a designated back-up for the Area Manager, this position brings leadership readiness, cross-functional skills, and the flexibility to step into key responsibilities as needed, including teller transactions and operational support.__

Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.

_Essential Duties and Responsibilities_:

• Relationship Bankers will actively consult with both Consumer and Small Business clients and collect information directly from clients regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking products and services that will best meet clients' financial needs and goal
• Deliver an exceptional client experience by embodying a client-first attitude
• Acquire new relationships through cultivating a strong referral network and outreach efforts
• Discover financial needs and tailor recommendations for products and services that meet those needs; educate clients about banking solutions and digital tools to empower their financial confidence
• Represent FirstBank by participating in Bank and community activities, events and civic organizations; build, expand and maintain business and social networks
• Serve as a reliable back-up to the Area Manager, supporting key branch functions and team leadership during absences
• Assist with teller transactions and branch operations as needed, ensuring smooth daily functionality
• Partner with other department partners to connect clients with expert resources (Financial Advisors, Mortgage Bankers, Relationship Managers, Trust and Wealth Management and other team members)
• Demonstrate strong initiative and product knowledge to present financial options using a consultative approach
• Actively influences and educates clients, fostering growth in digital banking adoption
• Stay agile in learning and applying new services and technologies to enhance client experience.

_Education and/or Experience_ __

• High school diploma or GED equivalent
• __4+ years of experience within retail banking with a solid understanding of banking products
• Proven success in building customer relationships and customer service
• Experience adhering to policies, procedures, and regulatory banking requirements

_Skills and Abilities_

• Exude confidence with clients when sharing product knowledge and solutions
• Demonstrated capability to multitask and support both customer engagement and operational needs
• Ability to work flexible hours and adapt to branch scheduling needs
• Strong interpersonal skills with an ability to connect genuinely with people
• Leadership potential and interest in progressing into branch management roles
• Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information.
• Respectful demeanor toward other associates and managers that promotes a positive and professional work environment.
• Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.