Full-Time Banker

Role Overview

The Licensed Relationship Banker is a trusted advisor responsible for delivering exceptional client service, building and growing a portfolio through proactive engagement, tailored product recommendations, and cross-functional collaboration.

Responsibilities

• Manage and expand client relationships by understanding their financial goals and needs.
• Recommend and deliver tailored banking solutions, including deposits, loans, investments, and insurance, partnering with internal specialists.
• Open, service, and support accounts while promoting digital banking tools and resources.
• Originate and process credit requests, referring complex needs to appropriate partners.
• Drive growth through deposits, loans, investments, and fee income.
• Collaborate with cross-functional teams to ensure a seamless client experience.
• Educate clients on digital tools and financial wellness, resolve inquiries, and manage portfolios responsibly.
• Ensure compliance with regulatory requirements and internal policies, maintaining all necessary licenses and registrations.
• Participate in community activities and support team goals through training and coaching.

Qualifications & Skills

• High school diploma or GED required; college degree or military experience preferred.
• A minimum of 5-10 years in retail banking or financial services with a proven record of results.
• Strong communication, problem-solving, and client-focused skills.
• Ability to learn products quickly, proficiency with CRM and office software, and flexibility in working hours are essential.
• Bilingual skills are a plus.
• Must pass background and credit checks and comply with licensing regulations.