Senior Client Relationship Banker

::: section ## Position Summary The Senior Client Relationship Banker is a trusted financial solutions provider for consumer and business clients, offering personalized service and customized banking solutions. This role provides specialized products, services, and consumer lending options. By building and maintaining meaningful client relationships, this role offers hands-on support to bankers, ensuring clients receive efficient, accurate service that meets their individual banking needs. ## Responsibilities and Accountabilities - Leadership: Supports our team of retail bankers by providing guidance, resources, coaching, and hands-on client service support. Champions the team's success and fosters a client-centric culture that ensures a high standard of service delivery, an excellent overall client experience, and a positive work environment. Adheres strictly to regulatory compliance standards in branch operations. Leads by example and participates in impactful community involvement to maintain a meaningful and positive Unity Bank presence and reputation. - Client Experience: Deepens client relationships through knowledgeable, confident, and consultative conversations that identify client needs. Provides advised solutions for consumer and business clients, partnering with internal departments as needed. Promotes and cross-sells a full range of banking products and services, including consumer and business deposits, fiduciary accounts, consumer non-real estate loans, credit cards, IRAs, HSAs, and all other ancillary services. Partners with cross-departmental resources to service advanced client options such as Cash Management, Wealth Management, and Commercial/Ag/Business Lending. Supports teller operations as needed by processing financial transactions accurately and efficiently. Supports cross-departmental initiatives and takes ownership of relationship-focused goals and projects. - Community Involvement: Builds and maintains community relationships and represents the Bank by participating in and leading community events that enhance the Bank's presence and promote community engagement. Supports local communities by participating and sharing opportunities to support community needs through volunteer activities, sponsorships, and related initiatives. - Training and Development: Seeks continuous learning and development opportunities to enhance product knowledge, deposit-related controls, compliance requirements, communication skills, and banking products/services. Builds banker confidence to ultimately elevate the overall client experience. - Compliance: Assists with branch controls and audit requirements to ensure timely and accurate completion. Accurately manages financial documents and completes file maintenance exceptions in a timely manner. Ensures strict adherence to regulatory requirements, privacy policies, industry standards, and internal policies and procedures. - Deposit Generation: Deepens client relationships through self-initiated client service while coaching retail staff to hold meaningful conversations focused on uncovering client needs. Makes strategic recommendations and conducts consistent follow-up conversations to strengthen full banking relationships. Partners with community organizations, businesses, and schools to generate and build further deposit relationships. - Collaboration: Collaborates with cross-functional teams---such as product development, marketing, and operations---to ensure seamless coordination and alignment of client operations with overall organizational goals to improve the client experience. ## Education and Experience 1. Bachelor's degree in business administration or a related field, or equivalent working experience preferred. 2. Two to four (2-4) years of retail banking experience required. 3. Consumer non-real-estate lending experience preferred. 4. Previous leadership experience preferred. 5. Sign-on bonu potential. :::