relationship banker

Old National Bank

<div>Overview:
<div>
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.</div><div></div><div><i><br>
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of </i><i>Impact Network Groups</i><i> led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.</i></div>
Responsibilities:
<div>
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.</div><div></div><div><b><br>
Salary Range</b></div><div>
The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.</div><div></div><div><b><br>
Key Accountabilities
</b></div><p><b>Develop and grow client and prospective client relationships</b></p><ul><li>
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client&rsquo;s financial objectives.</li><li>
Cross sells products and services and refers to business product partners to ensure client needs are met.</li><li>
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)</li></ul><p><b>
Achieve Sales and Service Targets</b></p><ul><li>
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.</li><li>
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
</li><li>Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team&rsquo;s skills and performance.</li></ul><p><b>
Operations Oversight
</b></p><ul><li>Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
</li><li>Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.</li><li>
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.</li><li>
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
</li></ul><div><b>Key Competencies for Position</b></div><div><br>
</div><p><b>Culture Leadership:</b></p><ul><li>
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.</li><li>
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.</li></ul><p><b>
Execution Leadership:</b></p><ul><li>
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.</li><li>
Problem Resolution/Decision-Making &ndash; With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.</li></ul><p><b>
Client Leadership:</b></p><ul><li>
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
</li></ul><p><b>Key Measures of Success/Key Deliverables
</b></p><ul><li>Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.</li><li>
Contributes to the banking center&rsquo;s financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.</li><li>
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.</li></ul><p><b>
Position Levels</b></p><p>
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a &ldquo;Market&rdquo; position that supports all banking centers in a defined market.</p><p><br>
</p><p><b>Relationship Banker</b></p><ul><li>
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.</li><li>
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.</li></ul><div><b>
Qualifications and Education Requirements</b></div><ul><li>
High School diploma or GED Equivalent</li><li>
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)</li><li>
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered<b>.</b></li></ul><p><b>
Relationship Banker II</b></p><ul><li>
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
</li><li>Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.</li><li>
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.</li><li>
May manage an assigned client portfolio to handle all consumer banking relationship needs.</li><li>
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.</li><li>
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.</li></ul><p><b>
Qualifications and Education Requirements</b></p><ul><li>
High School diploma or GED Equivalent</li><li>
Minimum one year relationship-based client consultation and/or consultative sales experience</li><li>
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending</li><li>
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.</li></ul><div><b>
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.</b></div><div></div><div><br>
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.</div><div></div><div><i><br>
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.</i></div><div></div><p><b><i><br>
Our culture is firmly rooted in our core values.</i></b></p><p><b><i>
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.</i></b></p><p><b><i>
We are Old National Bank. Join our team!</i></b></p></div>

Relationship Banker

First Horizon Bank

<div><p><b>Location:</b> On site at location listed in job posting.</p>
<p><b>
Schedule: </b>Monday through Friday 9:00AM to 5:00PM, Some Saturdays 9:00AM to 1:00PM</p>
<p>
The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank&rsquo;s products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center&rsquo;s overall sales goals. This role performs moderately complex to complex tasks.</p>
<p><b>
ESSENTIAL DUTIES AND RESPONSIBILITIES</b></p>
<p>
Sales and Business Development</p>
<ul>
<li>Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.</li>
<li>Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.</li>
<li>Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients&rsquo; short-and-long term goals. Utilize a deep understanding of the bank&rsquo;s products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.</li>
<li>Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.</li>
<li>Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.</li>
<li>Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.</li>
</ul>
<p>Client experience</p>
<ul>
<li>Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).</li>
<li>Deliver excellent client experiences consistently and promptly resolve client issues effectively.</li>
<li>Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.</li>
</ul>
<p>Compliance and risk management</p>
<ul>
<li>Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.</li>
</ul>
<p>Operational efficiency</p>
<ul>
<li>Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service.</li>
<li>Assist banking center management with &ldquo;on the job training&rdquo; of new associates.</li>
<li>Assist with dual control vault responsibilities and audit controls.</li>
<li>Stay informed of all operational updates and changes to ensure compliance with all current guidelines.</li>
</ul>
<p>Perform all other job related duties as assigned.</p>
<h5 class="jobSectionHeader"><b>
QUALIFICATIONS</b></h5>
<p>
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required.</p>
<ul>
<li>High school diploma or general education degree (GED)</li>
<li>2 &ndash; 5 years of experience as a Universal Banker or Teller</li>
</ul><h5 class="jobSectionHeader"><b>COMPUTER AND OFFICE EQUIPMENT SKILLS</b></h5>
<p>
Microsoft Office Suite, Salesforce</p>
<p>
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements</p>
<p><b>
 </b><b>DeGarmo Behavioral Assessment Requirement
</b></p><ul><li>All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
</li><li>The assessment takes approximately 12&ndash;15 minutes to complete
</li><li>Assessment results must be submitted prior to having your application evaluated by Talent Acquisition</li></ul><br>
<p></p>
<p><b>
About Us</b></p><br>
<p>
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.</p>
<div><b>
Benefit Highlights</b><br>
<ul><li>Medical with wellness incentives, dental, and vision</li><li>HSA with company match</li><li>Maternity and parental leave</li><li>Tuition reimbursement</li><li>Mentor program</li><li>401(k) with 6% match</li><li>More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits</li></ul></div>
<p><b>
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NBT Bank

<div>Pay Range: $18.50 - $23.42<div></div>
The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible for the efficient and timely processing of moderate to complex transactions and other services accurately in accordance with policy and procedures. They will also be responsible for the accurate and efficient opening and processing of all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer &amp; cross-sell the appropriate products and services that meet the customer's needs. This interaction may be in person or over the telephone.<div></div><div>
Education and Experience:</div><ul><li>
High School Diploma or Equivalent</li><li>
Minimum one year experience in related banking positions preferred</li><li>
Previous customer service, sales and consumer lending experience preferred</li></ul><div></div><div>
Skills and Abilities:</div><ul><li>
Proficient reading, writing, communication and mathematical skills</li><li>
Basic knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports</li><li>
Ability to identify and analyze situations and/or information using certain criteria and being able to resolve issues and problems</li><li>
Ability to approach, identify, and have in-depth conversations with customers and identify needs and opportunities</li><li>
Organizational, interpersonal and customer relations skills which also includes problem solving and decision making skills</li><li>
Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team</li><li>
Proficient computer skills</li></ul><div></div><div>
Unique Job Characteristics and Requirements:</div><div></div><div>
Gain a full knowledge of consumer lending in preparation for NMLS Certification under the terms of the S. A. F. E. Act of 2008 and become familiar with requirements for approval. (Ability to obtain NMLS Certification is preferred but not required)</div><div></div><div>
Tasks Performed:</div><ul><li>
45% Processes daily transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms, reports, daily vault balancing and completion of the branch audit. Will adhere to security measures and controls to minimize any potential losses to the company. This individual may have the authority to provide any necessary system overrides as required at the discretion of the Branch and Market Manager.</li><li>
45% Provides a consultative customer service approach to ensure a clear understanding of the customer needs versus wants to be able to deliver viable solutions for the customer. Engages in referral and relationship management in accordance with established objectives and goals. Provides services to customers, including but not limited to all types of deposit account opening, consumer lending transactions and referring customers to the appropriate business partners when necessary. Has a working knowledge of lending, including the ability to discuss credit reports, credit scores, etc. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.</li><li>
5% Participates in community events that support efforts with the Community Reinvestment Act CRA.</li><li>
5% Performs other duties as assigned which may include providing guidance and conducting training for other employees.</li></ul><div></div><div>
Physical Requirements:</div><div></div><ul><li>
Communicate effectively with internal and/or external customers</li><li>
Stationary 50% of time</li><li>
Move about within or between locations</li><li>
Bend, Twist, Crouch, Squat</li><li>
Move Objects to Maximum 20 lbs</li></ul><div></div><div>
Why Work at NBT</div><div>
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community &ndash; because your success drives our success.</div><div></div><div>
Wellbeing</div><div>
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.</div><div></div><div>
Community Involvement</div><div>
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.</div><div></div><div>
Culture</div><div>
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.</div><div></div><div>
Career Development</div><div>
Whether you&rsquo;re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.</div><div></div><div>
Total Rewards</div><div>
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives &ndash; ensuring you feel valued every step of the way.</div><div></div><div>
Business Stability</div><div>
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.</div><div></div><div>
Benefits for Full-Time Employees:</div><ul><li><div>
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.</div></li><li><div>
Parental Leave: Six weeks of paid leave at 100% of your salary.</div></li><li><div>
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.</div></li><li><div>
Dental and Vision Coverage: Ensuring your overall health and well-being.</div></li><li><div>
Flexible Spending Accounts: For healthcare and dependent care expenses.</div></li><li><div>
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.</div></li><li><div>
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.</div></li><li><div>
Voluntary Benefits: Including hospital, accident, and critical illness coverage.</div></li><li><div>
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.</div></li><li><div>
Adoption Assistance: Supporting your growing family.</div></li><li><div>
Tuition Reimbursement: Invest in your education and career growth.</div></li><li><div>
Employee Assistance Program (EAP): Access to support and resources.</div></li><li><div>
Pet Insurance: For all your furry friends.</div></li><li><div>
Financial and Banking Services: Various banking services benefits and financial planning assistance.</div></li></ul><div></div><div>
Benefits for Part-Time Employees Working 20+ Hours/Week:</div><ul><li><div>
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.</div></li><li><div>
Dental and Vision Coverage: Ensuring your overall health and well-being.</div></li><li><div>
Voluntary Benefits: Including hospital, accident, and critical illness coverage.</div></li><li><div>
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.</div></li></ul><div></div><div>
Benefits for All Part-Time Employees:</div><ul><li><div>
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future</div></li><li><div>
Paid Sick and Safe Leave: For your health and safety.</div></li><li><div>
Employee Assistance Program (EAP): Access to support and resources.</div></li><li><div>
Financial and Banking Services: Various banking services benefits and financial planning assistance.</div></li></ul><div></div><div><i>
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.</i></div></div>

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