Relationship Banker

Build Relationships. Deliver Solutions. Make an Impact.

At Synergy Bank, we believe banking is personal. We are seeking a Relationship Banker III who is passionate about helping customers achieve their financial goals through exceptional service, sound financial guidance, and strong relationship management.

This is an advanced-level banking position responsible for managing a portfolio of consumer and business relationships while supporting the lending process from application through closing. The ideal candidate brings a strong knowledge of commercial and/or consumer lending, a proven ability to cultivate customer relationships, and experience managing a loan portfolio.

If you thrive on delivering personalized service, identifying financial solutions, and becoming a trusted advisor to customers, we invite you to join our team.

What You'll Do

Lending Support & Portfolio Management

• Support the full loan lifecycle from application through closing
• Gather and organize financial information, documentation, and loan packages
• Ensure loan files are accurate, complete, and compliant with regulatory requirements
• Coordinate loan closings, documentation, funding, and post-closing activities
• Partner with lenders, credit personnel, and operations teams to ensure timely processing and customer communication

Leadership & Operational Excellence

• Serve as a resource and mentor for less experienced team members
• Promote operational accuracy, efficiency, and service excellence
• Assist with workflow coordination and branch operational support
• Help train and develop teammates on products, procedures, and customer service standards
• Support branch leadership when needed

Risk Management & Compliance

• Maintain thorough knowledge of banking regulations, policies, and procedures
• Ensure compliance with all applicable banking laws and internal controls
• Promote risk awareness and quality assurance in daily operations
• Demonstrate sound judgment in handling customer transactions and lending-related activities

Provide Depth to Deposit Account Servicing

• Serve as the 4th-in-line Customer Service Representative for deposit account servicing.
• Assist with account inquiries, maintenance, safe deposit boxes, and general services.
• Open new accounts and maintain existing accounts using bank systems (e.g., BPM, NuPoint, NAC, or similar).
• Issue debit cards and maintain account supplies (account kits, cards, account numbers).
• Order checks
• Provide support on various types of accounts: consumer, business, IRA, HSA.
• Process wire transfers and related agreements according to procedures.
• Handle debit card disputes and coordinate with the Fraud Department.

Relationship Management & Business Development

• Recommend deposit, lending, treasury management, and other financial products based on customer needs
• Resolve complex customer concerns while maintaining a high level of satisfaction
• Generate referrals and contribute to branch growth objectives

Qualifications

Required

• High school diploma or equivalent
• Minimum of 5 years of banking experience
• Minimum of 1 year of experience managing a loan portfolio
• Experience in consumer lending, commercial lending, or both
• Demonstrated ability to build and retain customer relationships
• Strong understanding of banking products, services, and lending practices
• Excellent communication, interpersonal, and problem-solving skills
• Ability to work independently and exercise sound judgment

Preferred

• Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field
• Experience in a community bank environment
• Experience with commercial loan documentation and loan closing processes
• Previous supervisory, mentoring, or team leadership experience
• NMLS registration or ability to obtain registration if applicable