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 clients in person and via phone to understand their financial needs, recommend tailored banking and investment solutions, and partner with specialists.
• Open, service, and support accounts, including digital banking enrollment, and process credit requests.
• Drive growth through deposits, loans, investments, and fee income.
• Collaborate with cross-functional teams to deliver an integrated client experience.
• Educate clients on digital tools and financial wellness resources, resolve inquiries, and manage portfolios.
• Ensure compliance with regulatory and internal policies, stay informed on market trends, and participate in community activities.

Qualifications

• High school diploma or GED required; college degree or military experience preferred.
• 5-10 years of experience in retail banking, financial services, or consultative sales.
• Strong communication, problem-solving, and client-first mindset.
• Ability to learn bank products quickly, proficiency with CRM and office software.
• Licensing requirements include active FINRA Series 6, Series 63; NMLS registration and Notary may be preferred.
• Flexible to work branch hours, including support for nearby branches; bilingual skills are a plus.

Note: The role does not process teller transactions. Employment is contingent on background checks, licensing, and compliance with relevant regulations.