Relationship Banker

Role Overview

The Relationship Banker serves as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions.

Key Responsibilities

• Proactively engage clients to identify banking needs, promote products such as deposit accounts, loans, and lines of credit, and facilitate referrals to other bank services.
• Provide personalized financial advice aligned with clients’ short- and long-term objectives, enhancing client satisfaction and loyalty.
• Support sales growth by conducting regular outreach, guiding clients through banking options, and coaching team members on sales strategies.
• Deliver excellent customer service by efficiently handling transactions, resolving issues promptly, and maintaining a positive client experience.
• Ensure compliance with bank policies, regulations, risk management, and internal controls.
• Assist in operational tasks, including staff training, vault responsibilities, and adhering to operational updates and guidelines.

Qualifications & Skills

• High school diploma or GED.
• 2–5 years of experience as a Universal Banker or Teller.
• Strong knowledge of banking products, excellent communication skills, and proficiency in Microsoft Office Suite and Salesforce.
• Ability to perform complex banking tasks, maintain compliance, and foster client relationships.

Additional Requirements

• Successful candidates will undergo background and credit checks and comply with relevant regulations, including the S.A.F.E Mortgage Licensing Act.