Relationship Banker at Savers Bank

Auburn, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

22 May, 26

Salary

27.0

Posted On

21 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Consultative Selling, Relationship Building, Customer Service, Cross-Selling, Transaction Processing, Compliance Knowledge, Loan Processing, Digital Banking, CRM Tools, Problem Solving, Attention To Detail, Financial Solutions, Community Engagement, Risk Management, Cash Handling, Needs Assessment

Industry

Banking

Description

Description Relationship Banker Full-Time | Non-Exempt | Reports to Branch Manager Are you passionate about building relationships, delivering exceptional service, and helping customers reach their financial goals? We’re looking for a Relationship Banker who thrives in a customer-focused environment and is driven to create meaningful banking experiences. In this role, you’ll combine consultative sales, transaction expertise, compliance knowledge, and community engagement to support the overall success of the branch. You’ll proactively identify customer needs, recommend tailored financial solutions, and contribute to branch growth and revenue goals. What You’ll Do Build Relationships & Drive Growth Proactively identify customer needs and deliver personalized financial solutions using a consultative approach. Promote and cross-sell deposit products, consumer loans, home equity products, and digital banking solutions. Track and document sales activity using CRM tools. Participate in branch promotions, marketing campaigns, business outreach, and community networking events. Conduct needs-based financial conversations and refer clients to specialized banking partners when appropriate. Deliver Exceptional Customer Service Process transactions accurately and efficiently, including deposits, withdrawals, check cashing, transfers, loan payments, and ATM transactions. Educate customers on products, services, fees, and policies. Resolve customer inquiries and concerns in a timely, professional manner. Build trust and deepen relationships through proactive service and solution-based conversations. Account Maintenance & Banking Operations Open and maintain consumer and business deposit accounts. Process debit card requests, check orders, and wire transfers. Administer online banking services, reset passwords, and troubleshoot digital banking issues. Process consumer loan applications, advances, disbursements, and payoffs. Handle IRA distributions, renewals, and closeouts while ensuring proper documentation. Compliance, Security & Risk Management Maintain current knowledge of banking regulations, compliance policies, and security procedures. Process BSA reporting, including CTRs, SARs, and monetary instrument logs. Follow robbery deterrence procedures and ensure dual control protocols. Conduct security audits including bait money logs, alarm testing, and counterfeit currency monitoring. Community Engagement & CRA Participation Participate in CRA initiatives and volunteer activities. Represent the bank at community events and financial literacy workshops. Support branch sponsorships and networking initiatives. Perform additional duties as assigned. Cash Handling (as needed) Balance personal cash drawer and assist with vault and ATM reconciliation. Conduct end-of-day balancing procedures and maintain accurate audit logs. Monitor transactions for potential fraud and verify funds availability. Follow all cash handling, balancing, and dual control protocols. If you are relationship-driven, detail-oriented, and motivated to grow within a dynamic banking environment, we encourage you to apply. Requirements What You Bring Education & Certifications High school diploma or equivalent required. Bachelor’s degree in finance, business, or related field preferred. Active NMLS registration preferred and/or ability to obtain registration required. Certifications in Banking or Financial Advisor/Coach designation desired. Notary Public certification preferred. Experience Minimum 3 years of banking experience in customer service, sales, or relationship management. Proven track record of cross-selling banking products and services. Experience with consumer loan processing, wire transfers, and digital banking platforms. Skills & Competencies Strong consultative selling and relationship-building skills. Excellent customer service, communication, and problem-solving abilities. High attention to detail with strong mathematical and transaction processing skills. Proficiency in banking software, CRM tools, and Microsoft Office. Knowledge of financial regulations, compliance standards, and security best practices. Physical Requirements Frequently moves throughout the branch to assist customers and team members. Regular use of computers, phones, and office equipment. Extended periods of seated desk work. Occasionally lifts and carries items under 20 lbs. May occasionally travel between branch locations or community events.

Responsibilities

The Relationship Banker will focus on building customer relationships by proactively identifying needs and cross-selling tailored financial solutions, including deposit products, loans, and digital services, while tracking sales activity using CRM tools. Additionally, this role involves processing various customer transactions accurately, maintaining accounts, and ensuring adherence to banking compliance and security procedures.