Relationship Banker I - Deerfield
Core
Build and foster relationships with clients by assessing banking needs, processing account information, and recommending deposit and loan products via in-person, appointment, and virtual channels.
Role type
Client Relationship Consultant (Banker)
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Financial Services / Banking
Deliverable
product features
Required skills
proactive outreach, client engagement, financial needs assessment, digital product education, basic transaction processing, credit application submission, regulatory compliance (NMLS/SAFE Act)
Preferred skills
financial services industry experience, digital first mindset, relationship building, customer service excellence
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, educate clients on digital products, submit credit applications, maintain working knowledge of banking products and policies
Seniority
Individual Contributor, mid-level (3-4 years experience)