Relationship Banker

Role Summary

The Relationship Banker is a trusted advisor responsible for engaging clients through consultative discussions to identify financial goals and recommend personalized solutions. This role focuses on promoting and selling banking products, deepening client relationships via excellent service, and supporting the bank’s sales objectives. It involves performing moderately complex tasks related to client financial needs, cross-selling, and providing tailored advice.

Key Duties

• Engage clients proactively, understanding their financial priorities and offering suitable deposit, loan, and credit options.
• Provide personalized financial advice to enhance client satisfaction and loyalty.
• Make referrals to other banking services, including mortgage, wealth, and business banking.
• Conduct regular outreach to clients and prospects to present tailored solutions.
• Support a sales-driven culture by coaching colleagues on products and services.
• Deliver excellent client service, handle transactions efficiently, and resolve issues promptly.
• Ensure compliance with bank policies, regulations, and risk management procedures.
• Assist with operational tasks, training new associates, and maintaining audit controls.

Qualifications & Skills

• High school diploma or GED; 2-5 years of experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office and Salesforce.
• No specific licenses required; compliance with S.A.F.E. Mortgage Licensing Act and background checks necessary.