Relationship Banker

Role: Responsible for driving sales, business development, and delivering exceptional client experiences within a banking environment. Key Responsibilities Engage clients in consultative discussions to understand financial needs and recommend personalized banking solutions, including deposit accounts, loans, and referrals to other services.Identify and fulfill client deposit and borrowing needs, guiding them through product options and processing applications.Provide tailored financial advice aligned with clients’ goals, fostering loyalty and satisfaction.Recognize opportunities for additional products, making referrals to appropriate bank partners.Conduct proactive outreach via calls to offer solutions and support sales growth.Support a high-performance sales culture by coaching colleagues on products, services, and referral strategies.Deliver excellent client service, handle transactions efficiently, and resolve issues promptly.Maintain compliance with bank policies, regulations, and internal controls.Participate in meetings, assist with training, and ensure operational procedures like audit controls are followed. 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 customer service skills. Additional Requirements: No supervisory responsibilities; compliance with background checks, credit screening, and S.A.F.E. regulations necessary.