Relationship Banker

. Acquire, manage, and grow a portfolio of consumer and business customer relationships .

Posted 9/25/2026full-timeDenton • Texas • United StatesJuniorMid-LevelWebsite

Key responsibilities & impact

Acquire, manage, and grow a portfolio of consumer and business customer relationships
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Drive balanced growth across deposits, lending, and investments
Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners
Convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options
Resolve account inquiries and service requests within authorized limits
Document actions and set follow-up plans
Maintain accurate documentation, exercise sound judgment, escalate issues, and adhere to policies and regulations
Support customers with account opening, everyday banking activities, and appropriate referrals
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after licensing and SAFE requirements are completed

What you’ll need

2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
1+ year of assessing and meeting customer needs or helping with issue resolution
1+ year of building and maintaining effective relationships with customers and partners
Proven ability to source, acquire, and deepen relationships through proactive outreach
Knowledge of book of business management, planning conversation documentation, and follow-through
Experience assessing needs and recommending products and services for consumer and business customers
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
1+ year of financial services experience in consumer, home lending, business banking, or investments
FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient for immediate FINRA registration
State Insurance license(s)
FINRA Series 65 or equivalent examination required within a specified period for Texas and listed states
Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018
Required FINRA licenses must be obtained and maintained for continued employment
SAFE registration required at employment
Must meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements
Not eligible for Visa sponsorship
Ability to work a schedule including most Saturdays

Comp & perks