Full-Time Banker
About the role
The Licensed Relationship Banker is a trusted advisor responsible for delivering exceptional client service, deepening relationships, and driving branch growth through consultative guidance.
Responsibilities
- Manage and expand a client portfolio by building lasting relationships and acquiring new clients.
- Engage with clients in person and via phone to understand their financial goals and recommend tailored banking and investment solutions.
- Open, service, and support accounts, including digital onboarding and self-service tools.
- Originate and process consumer credit requests, referring complex needs to specialists.
- Drive growth through deposits, loans, investments, and fee income.
- Collaborate with internal partners to deliver a seamless, integrated client experience.
- Educate clients on digital tools and financial wellness resources.
- Handle client inquiries, resolve issues promptly, and stay informed on market trends.
- Monitor client portfolios for changes, ensure compliance with regulations, and operate within risk parameters.
- Participate in community activities and support team goals, modeling collaboration and 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 track record. Strong communication, problem-solving, and client-first mindset. Ability to present products, tailor solutions, and educate clients on technology. Quick learner with attention to detail, proficiency in CRM and office software. Flexibility to work branch hours and support nearby branches; bilingual skills are a plus. Note: Active FINRA Series 6 and 63 registrations are required. Compliance with licensing, regulatory requirements, and background checks are mandatory for employment.