Banker

Role Overview: The Licensed Relationship Banker is a trusted advisor dedicated to delivering exceptional client service, fostering deep relationships, and driving branch growth through consultative guidance. Key Responsibilities Manage and expand a client portfolio by building relationships and acquiring new clients.Engage clients proactively via in-person and phone meetings to understand goals and recommend tailored banking and investment solutions.Open, service, and support accounts while assisting with digital banking adoption.Originate and process credit requests, referring complex needs to specialists, and supporting growth in deposits, loans, investments, and insurance products.Collaborate with internal partners to provide integrated client experiences and educate clients on digital tools and financial wellness.Ensure compliance with regulatory and internal policies, monitor portfolios for risk, and resolve client issues professionally.Participate in community activities, team training, and support branch operational goals. Qualifications & Skills High school diploma or GED required; college degree or military experience preferred.5-10 years of experience in retail banking, financial services, or consultative sales.Strong communication, problem-solving, and client-first mindset.Ability to learn banking products quickly, proficient with CRM and office software.Active FINRA Series 6 and 63 registrations required; other licenses or registrations may be needed based on duties.Flexible to support branch hours and potential community engagement; bilingual skills are a plus. This role emphasizes client relationship management, product knowledge, regulatory compliance, teamwork, and community involvement. Ongoing licensing and background checks are required for employment.