Banking Relationship Specialist

Key Responsibilities

• Support the "People First" philosophy, greet clients professionally, and actively participate in the branch team.
• Proactively identify opportunities for relationship growth through consultative cross-selling of products and services.
• Perform account opening, educate clients on offerings, and ensure compliance with operational and security procedures.
• Handle customer service issues, assist with transactions, and provide support to branch team members.
• Serve as backup to branch leadership and perform teller functions as needed.
• Participate in achieving sales goals, maintain high service standards, and promote community engagement.
• Perform additional duties as assigned.

Qualifications & Skills

• 1-3 years of bank sales and teller experience
• Strong needs-based sales skills
• Understanding of banking compliance
• Excellent interpersonal and team-building abilities
• A customer-focused mindset
• Ability to lift up to 25 lbs.
• Work flexible hours to meet business needs