Lead Relationship Banker
First Security Bank | |
life insurance, paid time off, paid holidays, 401(k)
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United States, Montana, Missoula | |
Aug 07, 2026 | |
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About The Role
The Lead Relationship Banker serves as a trusted resource and role model within the branch, delivering exceptional customer service while supporting both teller operations and relationship banking activities. This position is responsible for building and deepening customer relationships, assisting clients with a full range of banking transactions and account services, and identifying opportunities to connect customers with products and solutions that meet their financial needs. The Lead Relationship Banker works closely with the Branch Manager to help ensure the smooth day-to-day operation of the branch, provide guidance and support to team members, maintain operational excellence, and foster a customer-focused culture. This position leads through performance, expertise, and collaboration rather than through direct supervisory authority. DUTIES AND RESPONSIBILITIES: Deliver outstanding customer service by creating meaningful relationships and providing a welcoming branch experience. Serve as a primary point of contact for customers, managing interactions from initial inquiry through resolution. Accurately process a variety of customer transactions, including deposits, withdrawals, payments, transfers, and other teller functions. Open and maintain consumer and business deposit accounts and assist customers with a variety of service requests. Identify customer financial needs and recommend appropriate products and services, including digital banking solutions, deposit products, lending opportunities, and referrals to bank specialists. Actively support branch growth through new account acquisition, relationship deepening, and referral generation. Promote increased customer use of bank products, services, and technology to enhance customer satisfaction and convenience. Demonstrate advanced operational knowledge and serve as a resource for teller and banker team members regarding policies, procedures, and customer service standards. Perform high-level operational duties, including serving as backup vault teller and assisting with cash management and balancing functions as assigned. Support branch operations by helping coordinate daily workflow, ensuring service standards are met, and assisting in the resolution of customer and operational issues. Partner closely with the Branch Manager to reinforce branch goals, support team development, and contribute to a positive and collaborative work environment. Lead by example in production performance, customer service excellence, professionalism, and adherence to bank policies and procedures. Assist with onboarding and training of new team members and provide ongoing coaching through knowledge sharing and mentorship. Ensure all transactions and activities are completed accurately and in compliance with established policies, banking regulations, security procedures, and audit requirements. Maintain thorough knowledge of bank products, services, systems, and regulatory requirements. ESSENTIAL FUNCTIONS: Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Maintain strict confidentiality of customer's personal and financial information. Develop and improve skills through training programs and regular feedback discussions with supervisors which help further professional development. Participate in all training sessions and complete all assigned OnCourse training courses and achieve a passing score by due date. Adhere to First Security Bank's core values; represent the bank in a professional manner which includes a professional image, confidentiality, positive 'can-do' attitude, good attendance, punctuality, flexibility, and adaptability in meeting internal and external customer needs. Display excellent customer service with both internal and external clients. Embody First Security Bank's "Welcome" tenets:
Must be capable of regular, reliable, and timely attendance to accomplish essential job functions including in-person contact with internal and external customers. Position performs other duties as needed/assigned. About You QUALIFICATIONS:
KNOWLEDGE, SKILL, ABILITY: Working knowledge of standard office equipment. Skills in areas related to computer operation/use including working knowledge of Microsoft applications and ability to learn new systems/applications. Communicate Effectively: both verbally and in writing with others in a clear, thorough, and timely manner using appropriate and effective communication tools and techniques. Demonstrate soft phone skills by treating all internal and external customers in a polite and courteous manner. Customer Service: We are community-inspired and pride ourselves to offer exceptional service to both our internal and external customers. We expect you, as an employee, to support our values and visions of Integrity, Service and Success. Teamwork: Demonstrate ability to work independently and as part of a team. Work cooperatively and effectively with others to set and achieve goals, help others, resolve problems, and make decisions that enhance organizational effectiveness. Professionalism: Exhibit a professional manner in dealing with others; work to develop and maintain cooperative and positive working relationships; represent the bank in a positive manner; maintain credibility with others. Ethical Behavior: Model high standard of honesty, integrity, trust, and openness. Understand and follow through with appropriate standards of conduct and moral judgment; willing to act outside the norm when needed to adhere to ethical principles. Communicate and demonstrate actions in a consistent manner. Respect others, regardless of individual capabilities, agendas, opinions or needs. Confidentiality: Maintain strict confidentiality regarding any information obtained during performing job duties; adhere to Bank policies and procedures regarding confidentiality. Quality Management: Adhere to guidelines, protocol, policies, and procedures and supervisory directives; improve and promote work quality; demonstrate accuracy, thoroughness, and attention to detail; strive to achieve good results. Adaptability: Adapt positively to change; manage competing demands and effectively handle changes, delays and/or unexpected events with a positive attitude. Planning and Organization: Prioritize, organize, and plan work; use time efficiently; and achieve results within time frames. Complete work in a timely, accurate manner and be conscientious about assignments and deadlines. Judgment/Problem Solving: Display ability and willingness to make sound decisions; identify and resolve problems in a timely and positive manner; exhibit sound judgment; appropriately handles both routine and non-routine situations. Individual Responsibility and Accountability: Accept responsibility for own work performance; accept responsibility for own actions and outcomes and does not blame others. Demonstrate willingness to take initiative in performing job duties, resolving issues, and making suggestions for improvement. Conduct follow-through and meet commitments and agreements in a timely manner; relied upon by others as a source of valid information. WORK ENVIRONMENT: Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. The employee may also be required to:climb, balance, stoop, kneel, crouch, crawl, push, and pull. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation. Specific lifting abilities required by this job include: Light work. The employee is constantly required to stand and walk. Exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work. Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes. What We Offer COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details. Check it out! We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.
No Recruiters or unsolicited agency referrals please. | |
life insurance, paid time off, paid holidays, 401(k)
Aug 07, 2026