Relationship Banker
About the role
The Relationship Banker is a trusted advisor who engages clients in consultative conversations to understand their financial goals and recommend tailored solutions. Responsibilities include promoting and selling bank products and services, deepening client relationships through excellent service and proactive sales, and supporting overall sales goals. The role involves complex assignments centered on growth, client-centric financial advice, and referral opportunities.
Location: Onsite at the specified location.
Responsibilities
- Sales and Business Development: Engage clients proactively, identify deposit and borrowing needs, guide through options, and refer to other bank services.
- Client Experience: Provide personalized financial advice, ensure excellent service, resolve issues promptly, and stay informed through training.
- Compliance and Risk Management: Adhere to bank regulations, policies, internal controls, and ethical standards.
- Operational Efficiency: Support sales promotions, assist with training, and ensure operational and audit controls are maintained.
Qualifications
High school diploma or GED, 5+ years of experience. Preferred bilingual in English and Spanish and/or Vietnamese.
Skills
Proficiency in Microsoft Office Suite and Salesforce.
Schedule
Weekly Hours: Monday-Thursday 8:30AM-4:15PM, Friday 8:30AM-5:15PM, Rotating Saturday 9:00AM-1PM.