Full-Time Banker

About the role

The Licensed Relationship Banker is a trusted advisor dedicated to delivering exceptional client service, deepening relationships, and driving branch growth through consultative guidance.

Responsibilities

• Manage and expand a portfolio by building lasting client relationships and acquiring new customers.
• Engage clients proactively via in-person and phone meetings to understand needs and recommend tailored banking and investment solutions.
• Understand clients' financial situations, goals, and needs to propose appropriate products such as loans, deposits, investments, and insurance.
• Open, service accounts, support digital banking onboarding, and process credit requests, referring complex needs to specialists.
• Drive growth through deposits, loans, investments, and fee income, collaborating with cross-functional teams to ensure a seamless client experience.
• Educate clients on digital tools and financial wellness resources, address inquiries, and resolve issues professionally.
• Monitor client portfolios, operate within risk and compliance standards, and stay informed on market trends.
• Participate in community activities, team training, and support branch operational goals, demonstrating team collaboration and company values.

Qualifications & Skills

• High school diploma or GED required; college degree or military experience preferred.
• 5-10 years of retail banking or financial services experience with a proven results track record.
• Strong communication, listening, and problem-solving skills with a client-first approach.
• Ability to present solutions, influence clients, and adapt quickly to bank products and technology.
• Proficiency with banking platforms, CRM tools, and office software.
• Flexibility to support branch hours and potentially nearby locations; bilingual skills are advantageous.
• Must hold active FINRA Series 6 and 63 registrations, maintain good standing, and complete required training.
• Additional licensing such as NMLS and Notary may be required depending on duties.
• Ongoing employment depends on passing background, credit checks, and regulatory compliance, including the S.A.F.E Mortgage Licensing Act.