Banker

• Serve as the first point of contact for financial center clients
• Uncover personal banking needs of individual and small business clients
• Offer appropriate financial solutions and connect clients to specialists
• Deepen client relationships through platform services
• Support clients with self-service and transactional activities
• Provide exceptional client care
• Conduct outbound calls and consistent follow-up routines
• Partner with teams to provide consumer and small business solutions, services, and strategies
• Assist, educate, and train clients on simple transactions through self-service technologies
• Use resources, technologies, and processes to optimize client experience and operational accuracy
• Open accounts, perform account maintenance, and support Digital Assisted Shopping
• Manage client interactions in compliance with bank policies and regulatory requirements

Senior Banker

• Serve as the first point of contact for financial center clients
• Uncover personal banking needs of individual and small business clients
• Offer appropriate banking solutions and connect clients to specialists
• Deepen client relationships through platform services
• Support clients with self-service and transactional activities
• Provide exceptional client care
• Conduct outbound calls and consistent follow-up routines
• Partner with teams to provide consumer and small business solutions, services, and strategies
• Assist, educate, and train clients on simple transactions through self-service technologies
• Leverage resources, technologies, and processes to optimize client experience and operational accuracy
• Open accounts, perform account maintenance, and support Digital Assisted Shopping while following established processes and regulations
• Manage client interactions in the best interest of the bank and clients while complying with regulatory requirements

• Work with existing FFB clients and prospect for new clients to deepen client relationships
• Book business directly and refer clients to internal partners including Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management
• Open and maintain accounts
• Run a Teller drawer as needed by management
• Support client engagement through active calling, client conversations, and follow-up
• Partner with internal constituencies to provide appropriate service or solution expertise
• Maintain operational and risk management standards
• Assist clients with transactions in the branch, drive-thru, by phone, and email
• Adhere to compliance and regulatory procedures
• Execute retail strategies and objectives to attract, retain, and grow client relationships
• Function as clients' trusted advisor using the First Client Conversation Model
• Participate in site center huddles and meetings supporting sales and service activities
• Meet or exceed sales, service, and referral goals
• Provide digital assistance with the bank's online offerings
• Stay informed about bank products, processes, and procedures
• Travel between banking centers as needed

District Consumer Banker II

• Build relationships with customers through in-person, appointment-based, and virtual channels
• Assess and attend to customers’ banking needs
• Obtain and process customer and account information
• Demonstrate and educate clients on deposit and loan products and services
• Recommend solutions based on customers’ unique goals and needs
• Conduct proactive outreach and follow-up
• Maintain knowledge of consumer and business banking products and digital services
• Greet clients and process basic transactions
• Develop collaborative partnerships with branch team members and partners
• Open new consumer and business accounts
• Complete service requests and submit credit applications
• Educate clients on emerging and self-service digital products and services
• Leverage resources and technologies to optimize client experience and operational accuracy

Relationship Banker

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients' financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities
• Train at one financial center and potentially move to another location within a reasonable commuting distance

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities
• Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs

• Build and retain meaningful customer relationships
• Discover customers’ financial needs and tailor product and service recommendations
• Collaborate with Mortgage and Wealth Management business partners
• Operate a teller drawer serving customers in the lobby/drive-up
• Open accounts and perform account maintenance
• Assist customers with digital products
• Recognize potential fraud and other risks
• Depending on the shift, support bank opening/closing
• Support community and bank events