Relationship Banker

Role Overview

The Relationship Banker acts as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommend tailored banking solutions.

Key Responsibilities

• Proactively promote and sell bank products, including deposit accounts, loans, and lines of credit, while identifying opportunities for cross-selling and referrals to other banking services.
• Provide personalized financial advice to enhance client satisfaction and loyalty, supporting long-term relationships.
• Conduct regular client outreach via calls and meetings to offer tailored solutions, supporting sales growth and client engagement.
• Support the banking center's sales culture by coaching team members on sales strategies and product knowledge.
• Deliver exceptional client experiences, resolve issues efficiently, and assist with transaction processing as needed.
• Ensure compliance with bank policies, risk management, and operational procedures, including audit and security responsibilities.
• Assist in training new associates and participate in meetings to promote sales and service excellence.

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 client service skills.
• Ability to perform essential duties satisfactorily and adhere to regulatory and operational standards.
• No specific licenses required; compliance with S.A.F.E. Act and background checks necessary.