Relationship Banking Officer jobs in United States
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Pathway Bank · 3 weeks ago

Relationship Banking Officer

Pathway Bank is expanding to a full-service branch in Lexington, NE, and they’re looking for a relationship-driven professional to help grow their presence in the community. The Relationship Banking Officer will manage client relationships, pursue new business opportunities, and provide financial solutions to optimize client cash flow and meet their financial objectives.

AccountingBankingFinancial Services

Responsibilities

Serve as the primary advisor for business and personal banking clients, managing new and existing relationships by understanding their unique goals and recommending suitable financial products and services
Identify and pursue new business opportunities through proactive outreach, community engagement, and networking
Develop and execute strategies to attract new deposits, expand existing relationships, and cross-sell complementary products and services
Provide knowledgeable guidance on deposit structures, treasury management tools, and other non-credit banking services to help clients optimize their cash flow and meet their financial objectives
Work closely with internal teams—such as Operations, Frontline, and Marketing—to deliver seamless service, ensure client needs are met, and identify opportunities to enhance overall relationship value
Monitor the profitability and performance of assigned client portfolios, ensuring compliance with bank policies and procedures
Manage the non-credit risk for clients and enhance relationship profitability
Represent Pathway Bank through active participation in local business and community events
Build visibility, foster trust, and strengthen the Bank’s reputation as a committed community partner
Perform additional responsibilities as assigned to support the Bank’s mission and growth initiatives

Qualification

Relationship managementSales skillsDeposit products knowledgeAnalytical skillsMicrosoft Office SuiteInterpersonal skillsProblem-solving skillsTeam collaboration

Required

Minimum of 3–5 years of experience in banking, business development, or customer relationship management
Proven relationship-management and sales skills, with demonstrated success in deposit acquisition and client retention
Strong understanding of deposit products, treasury management, and other non-lending banking services
Excellent interpersonal, verbal, and written communication skills
Strategic thinker with strong analytical and problem-solving abilities
Self-motivated, results-oriented, and proactive in pursuing opportunities
Ability to work collaboratively across teams to deliver exceptional customer experiences
Proficiency in Microsoft Office Suite and familiarity with banking software

Preferred

Bachelor's degree in Business, Finance, Marketing, or a related field strongly preferred. Equivalent experience may be considered in lieu of formal education

Company

Pathway Bank

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Pathway Bank is a community bank that banking, accounting and financial services.

Funding

Current Stage
Early Stage

Leadership Team

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Darcy Ray
Chief Financial Officer
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Michelle Heuertz
Chief Operating Officer
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Company data provided by crunchbase