Relationship Banker

Role Overview: This position focuses on sales, business development, and delivering exceptional client experiences in a banking environment. Key Responsibilities: Engage clients through consultative conversations to identify financial needs and recommend tailored banking solutions, including deposit accounts and loans. Actively seek opportunities to deepen client relationships by providing personalized financial advice, guiding clients through product options, and making referrals to other banking services such as mortgage, wealth, and business banking. Conduct regular outreach to clients and prospects, support sales initiatives, and coach team members to foster a high-performance sales culture. Client Experience & Compliance: Support teller operations to minimize wait times, ensure excellent service, and resolve issues promptly. Adhere to banking regulations, internal policies, and risk management procedures, participating in training to enhance product knowledge and operational efficiency. Qualifications & Skills: High school diploma or GED required; 2-5 years of experience as a Universal Banker or Teller preferred. Proficiency in Microsoft Office Suite and Salesforce is essential. No specific licenses are required, but background checks and compliance with financial regulations are necessary. Additional Info: No supervisory duties. The role emphasizes relationship-building, sales support, operational efficiency, and compliance, contributing to overall client satisfaction and bank performance.