Relationship Banker

Role: The Relationship Banker is a trusted advisor responsible for engaging clients through consultative conversations to identify their financial goals and recommend personalized solutions. They promote and sell banking products, including deposit accounts and loans, while supporting overall sales targets. This position involves deepening client relationships via excellent service, proactive outreach, and referrals to other banking services such as mortgage, wealth, and business banking. The role requires providing tailored financial advice, supporting client needs, and ensuring compliance with bank policies and regulations. Additional duties include assisting with operational tasks, training staff, and maintaining security and audit controls. < strong>Qualifications: High school diploma or GED, with over 5 years of relevant experience. Bilingual skills in English and Spanish/Vietnamese are preferred. Proficiency in Microsoft Office and Salesforce is required. No specific licenses are mandated, but compliance with the S.A.F.E Mortgage Licensing Act and background checks are necessary.