Relationship Banker

Role Overview The Relationship Banker acts as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommend tailored banking solutions. They drive growth by actively promoting and selling bank products and services, deepening client relationships through exceptional service and personalized advice. This role involves complex assignments, including guiding clients on deposit accounts, loans, and referrals to other banking areas, while supporting overall sales objectives. Key Responsibilities Proactively engage clients to understand financial needs and recommend solutions, focusing on deposits, loans, and cross-selling opportunities.Provide personalized financial advice aligned with client goals, utilizing comprehensive product knowledge.Identify opportunities for additional product referrals, promoting banking services such as mortgage, wealth, and business banking.Conduct regular outreach to clients and prospects, supporting sales growth and relationship development.Support a sales-driven culture by coaching colleagues on products and referrals.Deliver excellent client experiences, promptly resolving issues and enhancing service quality.Assist with operational tasks, including maintaining compliance, participating in training, and supporting audit controls. Qualifications & Skills High school diploma or GED; 5+ years of relevant experience.Preferred bilingual skills in English and Spanish and/or Vietnamese.Proficiency in Microsoft Office and Salesforce.Excellent communication, interpersonal, and sales skills.Ability to perform complex financial conversations and provide tailored advice. Additional Information: No supervisory responsibilities. Ongoing compliance with bank regulations and licensing requirements is essential, including background checks and adherence to the S.A.F.E Mortgage Licensing Act.