LOCATION: This position may travel to our neighboring offices to offer assistance for a limited number of weeks throughout the year.
POSITION SUMMARY: The Relationship Banker is responsible for delivering exceptional customer service while supporting branch operations, with an emphasis on loan support, account management, and relationship development. This role serves as a key point of contact for customers, assisting with financial needs, processing transactions, and ensuring efficient, compliant operations within the branch.
LOAN SUPPORT FUNCTIONS
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Assist loan officers and loan staff with servicing loan files throughout the loan lifecycle
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Support loan processing activities including:
- Inputting loan applications into applicable systems (e.g., LaserPro)
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Assigning loans for document preparation
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Processing renewals and denied loan packages within regulatory timeframes
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Tracking loan status using established checklists
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Prepare loan files for closing by ensuring completion of approvals, documentation, and insurance requirements
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Coordinate loan closings, including preparing tickets, distributing proceeds, and submitting completed files for review and booking
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Maintain accuracy, completeness, and timeliness in all loan-related documentation
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Perform additional loan-related duties within scope as assigned
CUSTOMER RELATIONSHIP & SERVICE
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Develop and maintain strong relationships with new and existing customers by providing prompt, professional, and courteous service
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Identify customer needs and recommend appropriate banking products and services
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Open new accounts and perform maintenance on existing accounts with accuracy
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Process customer transactions, including wire transfers and other service requests
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Assist customers with safe deposit box access
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Respond to customer inquiries via phone and in person
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Collaborate with team members to achieve branch service and sales goals
BRANCH OPERATIONS SUPPORT
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Support overall branch operations by working efficiently with team members to meet customer needs
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Provide operational assistance and coverage across branch functions as needed
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May provide guidance or support in the absence of branch leadership, depending on experience level
COMPLIANCE & RISK MANAGEMENT
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Adhere to all bank policies, procedures, and regulatory requirements, including BSA/AML compliance
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Maintain strict confidentiality of customer and company information
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Ensure all transactions and documentation meet accuracy, quality, and regulatory standards
EDUCATION AND EXPERIENCE REQUIRED:
EDUCATION AND EXPERIENCE PREFERRED:
Previous experience with Loan
Two or more years of banking experience
Business degree from a technical school and/or college
Knowledge of NuPoint, New Account Console, Card@Once, IMM, and Chexsystems
May require NMLS registration depending on role responsibilities
Regular attendance required; occasional overtime or after-hours activities may be necessary
May require travel to other branch locations
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:
General knowledge in Microsoft programs Excel, Word and Outlook.
Proficient at operating a computer, typing/word processing, ten key number pad, printer, fax machine, and copier.
The interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor through the day.
Must possess superior organizational skills, communication skills and capable of making good judgments.
Must have a professional appearance and manner at all times.
Ability to travel to designated Synergy Bank locations as needed.
Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.
Regular attendance is required. Must be available for a full-time schedule (40 Hours) Monday - Friday, 8 AM - 5 PM.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use of hands and fingers to feel or handle equipment and files; reach with hands and arms; and talk and hear.
The employee is occasionally required to climb or balance and stoop, kneel, or crouch.
Must have the attention span to stay alert and attentive during a normal 8-hour workday.
The Relationship Banker must be able to make sound, quick decisions based on the facts of a situation, and remain calm and in control in a possible ever-changing environment or an emergency.
Must be able to follow instructions and procedures exactly as trained or as directed by his or her supervisor.
Must be able to listen to, grasp, and respond positively to supervision and instructions by Management.
Ability to safeguard and maintain confidential information as directed by Federal law and Company policy.
Cognitive ability to perform the essential duties and functions of his or her job.
