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 relationships and acquiring new clients.
• Engage clients both in person and via phone to understand needs and recommend tailored banking, investment, and insurance solutions.
• Open and service accounts, support digital banking adoption, and process credit requests.
• Partner with internal specialists to deliver comprehensive financial solutions.
• Drive growth through deposits, loans, investments, and fee income while ensuring operational excellence and compliance.
• Educate clients on digital tools, resolve inquiries, and stay informed on market trends.
• Monitor client portfolios, operate within risk parameters, and adhere to regulatory and internal policies.
• Collaborate with branch teams, participate in community activities, and support team goals.

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, client-first mindset, and problem-solving skills.
• Ability to learn products quickly, leverage technology, and influence clients effectively.
• Proficiency with banking systems, CRM tools, and office software.
• Flexibility to support branch hours and nearby locations; bilingual skills are a plus.
• Active FINRA Series 6 and 63 registrations.
• Compliance with licensing regulations.
• Passing background checks.
• Emphasis on teamwork, community engagement, and adherence to regulatory standards.