Relationship Banker I - 710 Old York Road, Jenkintown, PA (Full Time)
Core
A banking professional who partners with clients to deliver personalized financial solutions and achieve their financial goals.
Role type
Relationship Banker
Builds
Client relationships and financial well-being
Domain
Personal & Commercial Banking
Deliverable
client delivery
Required skills
consultative engagement, product knowledge, client acquisition, mortgage product knowledge, regulatory compliance, risk awareness, client education, relationship management
Preferred skills
teller experience, cash handling, NMLS registration, Notary License
Technologies
Microsoft Office
Responsibilities
Engage clients through walk-in opportunities, lead management, and outbound outreach; Conduct goals-based discovery to uncover client needs; Explain banking options and risks to help clients make informed decisions; Deliver personalized solutions and connect clients to appropriate products; Execute follow-up steps to reinforce client relationships; Engage clients on mortgage products and residential lending activities; Adhere to policies and regulatory requirements for accurate documentation and risk protection.