Relationship Banker

About the Role

The Relationship Banker serves as a trusted financial guide and dynamic customer champion, deepening customer relationships through exceptional service and personalized financial guidance while supporting branch operations. This position also acts as a back-up for the Area Manager, demonstrating leadership readiness and cross-functional skills.

Responsibilities

• Consult with Consumer and Small Business clients to gather financial information (income, assets, investments, credit) and analyze it to develop customized banking plans.
• Deliver an exceptional client experience with a client-first attitude.
• Acquire new relationships through referrals and outreach efforts.
• Identify financial needs and recommend tailored products and services, educating clients on banking solutions and digital tools.
• Represent FirstBank at community events, civic organizations, and networking activities.
• Serve as a back-up to the Area Manager, supporting branch operations and team leadership during absences.
• Assist with teller transactions and ensure smooth daily branch functionality.
• Collaborate with internal partners (Financial Advisors, Mortgage Bankers, Wealth Management) to connect clients with expert resources.
• Demonstrate initiative and product knowledge to present financial options using a consultative approach.
• Promote digital banking adoption and educate clients on new services and technologies.

Requirements

• High school diploma or GED equivalent.
• 4+ years of retail banking experience with a solid understanding of banking products.
• Proven success in building customer relationships and delivering customer service.
• Experience adhering to banking policies, procedures, and regulatory requirements.

Skills

• Confidence in sharing product knowledge and solutions with clients.
• Ability to multitask and balance customer engagement with operational needs.
• Flexibility to adapt to branch scheduling and work hours.
• Strong interpersonal skills and genuine ability to connect with people.
• Leadership potential and interest in progressing into branch management.
• High ethical standards and commitment to confidentiality.
• Professional demeanor and respect for colleagues and managers.
• Understanding of bank policies, laws, and regulations, including compliance training and reporting requirements.