Client Relationship Banker at Unity Bank – Polson, Montana

At Unity Bank, our culture is built on trust, care, and connection. We believe in meaningful work, open collaboration, and authentic relationships. Here, every employee takes pride in their role, empowered to make a difference—for our clients, our communities, and each other.

We’re more than a bank—we’re a community partner. When clients choose Unity, they invest in local dreams: planting seeds with farmers, opening doors on Main Street, and creating opportunities for neighbors.

We listen. We care. We connect. Every conversation matter, and every solution is crafted with heart. Together, we help people achieve their dreams—one relationship at a time.

Position Summary: The Client Relationship Banker is responsible for delivering an exceptional client experience by handling our clients’ financial transactions in our bank locations with accuracy and timeliness. The Client Relationship Banker also builds and maintains meaningful relationships with consumer and business client by partnering with them to provide personalized service that meets their individual banking needs.

Responsibilities/Accountabilities:

• Client Experience: Lead by example and act as the first line of client interaction with a positive, professional, and engaging approach. Build and maintain long-term consumer and commercial client relationships using active listening to understand needs and provide recommendations of products and services that support the client throughout their evolving financial journey. While keeping the client experience front of mind, proactively address and resolve client questions or concerns, partnering with internal resources as needed.
• Account Transactions: Able to open and close deposit accounts to further provide exceptional client experience, including consumer and business deposits, fiduciary accounts, consumer non-real estate loans, credit cards, IRA’s, H S A’s, all other ancillary services.
• Product Knowledge: Stay informed about deposit products, interest rates, and product features to effectively guide clients in selecting appropriate account options and answer client questions.
• Transaction Standards: Accurately process a variety of client financial transactions within set processing timeframes, including accurately disbursing cash, processing loan payments, scanning proof work and other documents, and accurately entering data into the banking software. Balance and manage cash and coin to ensure compliance with banking industry standards.
• Client-Servicing: Promote and cross-sell a full range of banking products and services, that help fit the client’s personalized needs. Partner with cross departmental resources to service client options as needed.
• Compliance and Quality Control: Ensure adherence to banking regulatory requirements, industry standards, internal policies, and procedures. Assist in branch audits and branch control reviews to ensure regulatory and procedural compliance.
• Training and Development: Actively participate in ongoing training programs to enhance product knowledge, client service skills, and maintain an ongoing understanding of company policies and processes.
• Community Involvement: Build and maintain community relationships and represent the Bank by participating in and leading community events that enhance the Bank’s presence and promote community engagement. Support local communities by participating and sharing opportunities to support community needs though volunteer activities, sponsorship, etc.
• Collaboration: Collaborate with cross-functional teams such as product development, marketing, and operations to ensure seamless coordination and alignment of client operations with overall organizational goals to improve client experience.
• Education and Experience:

1. High School Diploma or equivalent
2. Two (2) or more years of retail experience, client service, and cash handling experience required
3. Experience in retail banking/transaction processing preferred
4. Banking software, Outlook, Microsoft Office products experience preferred.
5. Familiarity with bank regulatory and compliance standards preferred.

Work Environment: Collaborative, trust-based, transparent, supportive, and comfortable community atmosphere. This position includes periodic travel across our footprint, working with clients, community members, and our Unity Team.

This position may require prolonged periods of sitting at a desk and working on a computer.

Regulatory Standards: Financial Institutions must adopt and comply with regulatory requirements. All employees of Unity Bank are required to comply with these standards and practices. Employees will be responsible for participation in training sessions for these regulatory compliance requirements. This will be offered through online sessions, department meetings, bank wide training, and other such media. In addition, compliance training that is specific to job responsibilities will be conducted. Any employee that knowingly fails to comply with the requirements, as outlined in the Compliance Manual and the related guidelines may be subject to disciplinary action, up to and including termination of employment.