Relationship Banker Role

6 days ago


Lincolnshire Woods, Israel beBee Careers Full time

Build Meaningful Relationships

We are seeking a talented Relationship Banker to join our team. As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs.

You will contribute to the success of the branch by:

  • Building lasting relationships with customers, discovering their financial needs and tailoring product and service recommendations
  • Collaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needs
  • Operating a teller drawer serving customers in the lobby/drive-up
  • Opening accounts, performing account maintenance, and assisting customers with digital products
  • Recognizing potential fraud and other risks
  • Depending on the shift, you might be responsible for bank opening/closing
  • Helping support community and bank events

Key Qualifications

  • 1-3 years of experience in a customer service, financial service, or sales role
  • High School Degree or GED
  • Intermediate computer skills
  • Spanish speaking a plus

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