Relationship Banker

Role Overview: The Relationship Banker acts as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommend personalized banking solutions. Key Responsibilities Sales & Business Development: Proactively identify client needs for deposits, loans, and referrals to other banking services, guiding clients through product options and opening accounts.Financial Advice & Relationship Building: Provide tailored financial guidance to enhance client satisfaction and loyalty, while recognizing opportunities for cross-selling and making referrals to bank partners.Client Experience: Deliver exceptional service, support teller operations to minimize wait times, and promptly resolve client issues.Compliance & Operations: Adhere to bank regulations, policies, and risk management protocols; assist in operational tasks, training, and audits. Qualifications & Skills High school diploma or GED2–5 years of experience as a Universal Banker or TellerProficiency in Microsoft Office Suite and SalesforceStrong communication, sales, and customer service skills This role requires compliance with regulatory requirements, background checks, and ongoing training to ensure operational and service excellence.