Full-Time Banker

About the role

The Licensed Relationship Banker is a trusted advisor responsible for delivering exceptional client service, expanding client relationships, and driving branch growth through consultative guidance.

Responsibilities

• Manage and develop a client portfolio by deepening existing relationships and acquiring new clients.
• Engage clients in person and via phone to understand their financial goals and recommend tailored banking, investment, and insurance solutions, collaborating with internal specialists.
• Open and service accounts, support digital banking adoption, and process consumer credit requests.
• Drive growth in deposits, loans, investments, and insurance products; educate clients on digital tools and financial wellness.
• Collaborate with cross-functional teams to deliver integrated client experiences, ensure compliance, and maintain operational excellence.
• Monitor client portfolios, resolve inquiries, and stay informed on market trends and regulatory requirements.
• Build a sales pipeline through outreach and follow-up, participate in community activities, and support team goals.

Qualifications And Skills

• High school diploma or GED required; college degree or military experience preferred.
• 5-10 years in retail banking, financial services, or relationship sales with a proven results record.
• Strong communication, problem-solving, and client-first mindset; ability to influence and educate clients on technology.
• Proficiency with banking systems, CRM tools, and office software.
• Flexibility to support branch needs, with bilingual skills as a plus.

Licensing & Compliance

• Must hold FINRA Series 6 and Series 63 licenses or obtain within 180 days; compliance with S.A.F.E. Act, credit checks, and ongoing licensing requirements are mandatory.