Relationship Banker II

WHO WE ARE
At GreenWay Bank, we believe banking is about more than transactions—it’s about relationships, trust, and making a meaningful impact in the communities we serve.

GreenWay Bank was founded in 1889 and has built a long tradition of serving customers with personalized service and local decision-making. Today, we proudly serve Van Wert, Fort Wayne, and the surrounding communities, combining the strengths of a community bank with the innovative mindset and capabilities needed to grow into the future. We are passionate about helping individuals, businesses, and communities thrive while staying true to the values that have guided us for generations.

Our company culture is rooted in our C.A.R.I.N.G. Core Values:

• Community – Serve to strengthen where we work and play
• Accountability – Own our actions and follow through with excellence
• Respect – Actively listen, value every voice, and collaborate for success
• Integrity – Do what is right, always
• iNnovation – Create, improve, and enhance continuously
• Grit – Do what is needed, not what is easy

At GreenWay Bank, we are driven by exceptional service, meaningful relationships, and a commitment to enriching the lives of everyone we serve. We honor our history, embrace innovation, and invest in people who want to make a difference alongside us.

POSITION SUMMARY
The Relationship Banker II position is responsible for providing comprehensive client service, opening and servicing deposit accounts, resolving a broader range of client needs, and actively deepening relationships through needs-based conversations, recommendations, and referrals.
Building upon the capabilities of the Relationship Banker I, this position works with greater independence and possesses expanded knowledge of Bank products, systems, account servicing, and branch operations. The Relationship Banker II serves as an account-opening resource while remaining actively engaged in frontline transactions and overall branch support as business needs require.
Success in this role requires demonstrated banking proficiency, sound judgment, initiative, accuracy, relationship-building skills, and accountability for contributing to individual and branch performance expectations.

ESSENTIAL RESPONSIBILITIES & DUTIES

• Perform the responsibilities and demonstrate proficiency in the core competencies of the Relationship Banker I position while providing expanded client service and branch support.
• Open and service consumer deposit accounts accurately and efficiently, ensuring appropriate documentation, client identification, disclosures, system input, and regulatory compliance.
• Engage clients in needs-based conversations to uncover opportunities, recommend appropriate Bank products and services, deepen existing relationships, and contribute to individual and branch performance expectations.
• Resolve a broader range of client questions and service needs, including account maintenance, digital banking access, debit card services, and other banking solutions, using sound judgment and escalating complex matters when appropriate.
• Conduct proactive client outreach and follow-up, including new-account follow-up, relationship-development activities, and other assigned calling efforts that support client retention and branch growth.
• Identify opportunities to expand and deepen client relationships by connecting clients with appropriate Bank partners and solutions across consumer lending, mortgage, commercial banking, deposits, business solutions, and other areas of the Bank based on the client's needs.
• Work closely with Client Support, Bank Operations, and Loan Servicing/Support and appropriately escalate client, account, transaction, system, loan servicing, or operational questions and issues requiring additional support or expertise, while maintaining appropriate ownership, communication, and follow-through.
• Support teller and branch operations as business needs require and perform assigned operational responsibilities, which may include opening/closing procedures, vault and cash responsibilities, ATM functions, cash ordering, dual-control activities, balancing, operational checklists, audits, reports, and other branch functions based on training, authorization, and assignment by the Branch Manager.
• Maintain strong knowledge of Bank products, services, procedures, systems, internal controls, and applicable regulatory requirements; collaborate with Compliance, Consumer Lending, Mortgage Loan Originators, and other internal Bank partners as appropriate.
• Perform other duties, responsibilities, and special projects as assigned

QUALIFICATIONS

• Education
  • High school diploma or equivalent required.
• Experience
  • One or more years of banking, financial services, client service, sales, cash handling, or related experience preferred.
  • Demonstrated proficiency in relationship banking, transaction processing, client service, or comparable responsibilities
• Knowledge, Skills, & Abilities
  • Working knowledge of deposit products, account opening and servicing, branch operations, and related banking procedures.
  • Demonstrated ability to identify client needs, recommend appropriate solutions, make referrals, and deepen client relationships.
  • Ability to independently handle a broader range of client questions, account servicing needs, and routine problem resolution.
  • Strong accuracy, attention to detail, judgment, organization, and follow-through.
  • Effective communication and interpersonal skills with a proactive, client-focused approach.
  • Ability to learn and perform expanded branch operational responsibilities while maintaining appropriate internal controls and regulatory compliance.
  • Demonstrated initiative, accountability, teamwork, and readiness to accept increasing responsibility.

We recognize that relevant knowledge, skills, and abilities may be gained through a variety of professional and educational experiences. Equivalent combinations of education, experience, training, certifications, and professional development will be considered.

PHYSICAL REQUIREMENTS & WORK ENVIRONMENT
This position primarily operates in a banking branch office environment and routinely uses standard office equipment, computers, phones, printers, scanners, cash handling equipment, and other banking technology systems while providing service to customers.

While performing the essential functions of this role, the employee may be required to:

• Frequently move throughout the branch office environment to assist customers, access workstations, retrieve supplies, or perform operational tasks
• Handle cash, coin, negotiable instruments, and other financial documents with accuracy and attention to detail
• Occasionally bend, reach, stoop, or kneel while performing branch or operational responsibilities
• Remain in a stationary position for extended periods of time
• Operate a computer, cash handling equipment, and other standard office and banking equipment
• Communicate effectively in person, by phone, video, and electronic communications
• Occasionally lift, carry, push, or move items weighing up to 25 pounds, including coin boxes, cash shipments, office supplies, and other operational materials

Reasonable accommodation(s) may be made to enable qualified individuals with disabilities to perform the essential functions of the position.

This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. Duties, responsibilities, and activities may change at any time with or without notice based on business needs.

GreenWay Bank is an Equal Opportunity Employer.
 

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