Full-Time Banker
About the role
This position is responsible for delivering exceptional client service as a trusted advisor, deepening relationships, and driving branch growth through consultative guidance. The role involves proactively engaging clients to understand their financial goals, recommending tailored banking and investment solutions, and supporting digital banking adoption.
Responsibilities
- Manage and grow a client portfolio by building lasting relationships and acquiring new clients.
- Meet with clients in person and by phone to discover needs and recommend appropriate products, including loans, deposits, investments, and insurance.
- Open, service, and support client accounts while supporting digital tools and self-service options.
- Originate and process consumer credit requests, referring complex needs to specialists for coordination.
- Drive growth through deposits, loans, investments, and fee income, collaborating with cross-functional teams.
- Build a sales pipeline through outreach and disciplined follow-up, educating clients on digital tools and financial wellness.
- Handle client inquiries, resolve issues promptly, and ensure compliance with regulatory and internal policies.
- Monitor and manage client portfolios, staying informed on market trends and maintaining operational excellence.
- Participate in community activities, team collaboration, and uphold company values.
Qualifications & Skills
High school diploma or GED required; college degree or military experience preferred. 5-10 years of experience in retail banking or financial services with a proven results track record. Strong communication, listening, and problem-solving skills with a client-first mindset. Ability to present product knowledge, tailor solutions, and educate clients on technology. Quick learner with attention to detail, proficiency in CRM and office software. Flexibility to support branch hours and nearby branches; bilingual skills are a plus.
Requirements
Active FINRA Series 6 and 63 registrations required; adherence to regulatory requirements, ongoing training, and background checks are necessary. Additional licensing, such as NMLS or Notary, may be preferred or required based on duties.