Position Overview

The Mobile Branch Banker plays a key role in expanding the retail customer base through proactive outreach and personalized financial solutions. This position is ideal for candidates with strong sales, customer service, and relationship-building skills who thrive in a mobile, community-focused environment.

🔧 Key Responsibilities

• Build customer relationships through outbound sales conversations
• Sell financial products and services to clients outside of traditional branch settings
• Identify and act on sales opportunities to meet assigned goals
• Connect clients with financial partners based on their needs (e.g., investments, mortgages, loans)
• Onboard new clients and build a pipeline of appointments for internal partners
• Host and participate in community events to drive customer acquisition and loyalty
• Educate customers on digital banking tools and technology options
• Travel daily to multiple work locations; must be able to lift and carry up to 40 pounds

🎓 Minimum Qualifications

• Associate’s degree or equivalent combination of education and experience
• Minimum of 3 years of related experience in sales, banking, or customer service
• Valid driver’s license with a clean driving record
• Ability to operate a commercial motor vehicle (CMV) with a GVWR between 10,001 and 26,001 pounds
• May require a Medical Examiner’s Certificate
• Must pass background checks and a post-offer physical

💼 Preferred Skills & Competencies

• Anti-Money Laundering (AML) awareness
• Customer loyalty and solutions development
• Financial modeling and portfolio management
• Strategic collaboration and sales planning
• Effective communication and multitasking
• Customer acquisition and experience management
• Sales closing, proposals, and presentations

🎁 Benefits Overview

Eligible full-time employees may receive:

• Medical, dental, and vision coverage (with HSA option)
• Life insurance for employee and dependents
• Short- and long-term disability protection
• 401(k) with employer match
• Pension and stock purchase plans
• Dependent care reimbursement
• Back-up child and elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance (including fully paid programs)
• Wellness program with financial incentives

🕒 Paid Time Off

• Maternity and/or parental leave
• Up to 11 paid holidays annually
• 8 occasional absence days per year
• 15 to 25 vacation days annually, based on career level and years of service

♿ Accessibility & Accommodations

Reasonable accommodations are available for applicants and employees with disabilities. If you require assistance during the application process, please contact the designated accommodations team. All information will be kept confidential and used only to the extent required to provide necessary support.