Relationship Banker

About the role

The Relationship Banker is a trusted advisor responsible for engaging clients through consultative conversations to understand their financial goals and recommend tailored solutions.

Responsibilities

• Proactively promote and sell banking products, including deposit accounts, loans, and lines of credit, while identifying opportunities for referrals to other banking services.
• Provide personalized financial advice to deepen client relationships, ensuring high satisfaction and loyalty.
• Conduct regular outreach to clients and prospects, supporting sales growth and client retention.
• Support banking center operations by assisting with transactions, maintaining compliance, and ensuring excellent customer service.
• Assist in training new associates and participating in meetings to enhance sales and service skills.

Qualifications & Skills

• High school diploma or GED required.
• 2-5 years of experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office Suite and Salesforce.
• Strong interpersonal, sales, and customer service skills.
• No specific licenses required, but compliance with banking regulations and background checks are necessary.