Float Senior Relationship Banker - Santa Fe, NM

The Float Relationship Banker builds and strengthens customer relationships while providing flexible support across multiple branch locations. This role engages customers through in-person interactions, scheduled appointments, and virtual channels to deliver trusted financial guidance with a digital-first mindset. As an experienced banker, the Float Relationship Banker adapts quickly to different branch environments, fills staffing needs, shares best practices, and provides coaching and on-the-job support to less experienced bankers. Strong client relationships are built on trust, understanding customers' financial goals, and identifying solutions that meet their unique needs. The Float Relationship Banker assesses and addresses banking needs, obtains and processes customer and account information, educates customers on deposit and lending products and services, and recommends appropriate financial solutions.

Responsibilities

Build and strengthen customer relationships while providing flexible support across multiple branch locations; Engage customers through in-person interactions, scheduled appointments, and virtual channels to deliver trusted financial guidance with a digital-first mindset; Adapt quickly to different branch environments, fill staffing needs, share best practices, and provide coaching and on-the-job support to less experienced bankers; Assess and address banking needs, obtain and process customer and account information; Educate customers on deposit and lending products and services and recommend appropriate financial solutions; Travel to defined branch clusters as assigned within district; Work a flexible schedule of 6 days per week covering traditional branches and in-store locations; Report to float pool manager at market level; Drive 2 or more hours per week

Requirements

National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including maintaining a satisfactory criminal and credit record; High school diploma or equivalent; Five or more years of job related, retail banking experience or a combination of experience and commensurate training

Nice to have

Passion, commitment and drive to deliver an experience that improves our clients' financial lives; Effective and confident client communication; Proven ability to learn and adapt to new information and technology platforms; Experience in financial services and knowledge of financial services industry, products and solutions; Cash handling experience; Active listening and excellent problem-solving skills; Ability to teach customers how to use digital technology

Benefits

Healthcare (medical, dental, vision); Basic term and optional term life insurance; Short-term and long-term disability; Pregnancy disability and parental leave; 401(k) and employer-funded retirement plan; Paid vacation (from two to five weeks depending on salary grade and tenure); Up to 11 paid holiday opportunities; Adoption assistance; Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law; Mileage and drive time paid for any time or distance beyond regular home branch commute; Incentive and recognition programs; Equity stock purchase