Relationship Banker
LS Solutions · Vestavia Hills, AL · Yesterday
FinanceFull-time
Role Overview: The Relationship Banker is a trusted advisor responsible for engaging clients in meaningful, consultative conversations to understand their financial goals and recommend tailored solutions. Key Responsibilities Drive growth by actively promoting and selling bank products and services.Deepen client relationships through personalized advice and excellent service.Identify and fulfill client deposit and loan needs, guiding them through options and processing applications.Make referrals to other banking lines such as mortgage, wealth, and business banking.Conduct proactive outreach via calls to offer financial solutions.Support sales culture by coaching team members on sales and product knowledge.Ensure exceptional client experience by supporting teller operations and resolving issues promptly.Maintain compliance with bank regulations, policies, internal controls, and risk management standards.Assist in operational tasks, including training new associates and managing audit controls. Qualifications & Skills High school diploma or GED.2-5 years of experience as a Universal Banker or Teller.Proficiency in Microsoft Office Suite and Salesforce.Strong communication, sales, and client service skills.Ability to perform complex tasks and adhere to compliance standards. This role requires meeting background and credit check requirements, compliance with the S.A.F.E Mortgage Licensing Act, and ongoing adherence to all regulations. The position is based on-site at the specified location.