Relationship Banker - Boise, ID
Core
Serve as the primary point of contact for everyday banking needs, products, and services for consumers and businesses, helping them progress toward financial goals through planning and customized solutions.
Role type
Relationship Banker (SAFE)
Builds
Consumer and business customer relationships
Domain
Financial Services / Banking
Deliverable
product features
Required skills
customer relationship management, financial planning, product recommendation, digital adoption, issue resolution, regulatory compliance
Preferred skills
book of business management, proactive outreach, internal partnership building, need assessment
Technologies
mobile banking platforms, self-service tools
Responsibilities
Proactively acquire and grow a portfolio of customer relationships; Lead discovery-driven conversations to deliver tailored banking and credit strategies; Partner with Wealth, Home Lending, and Business Banking teams to deliver integrated solutions; Champion digital adoption by educating customers on self-service options; Resolve account inquiries and service requests within authorized limits; Demonstrate risk excellence through accurate documentation and adherence to policies.
Seniority
Entry-level to Mid-level