Relationship Banker

About the role

The Relationship Banker is a trusted advisor responsible for engaging clients in personalized financial conversations to understand their goals and recommend suitable solutions.

Responsibilities

• Proactively engage clients in consultative sales, promoting deposit accounts, loans, and referrals to other banking services.
• Identify client needs, facilitate account openings, and guide clients through financial product options.
• Provide tailored financial advice aligned with clients' short- and long-term objectives, enhancing satisfaction and loyalty.
• Develop relationships through regular outreach and support a sales-driven culture by coaching colleagues.
• Support client experience by processing transactions, resolving issues promptly, and ensuring excellent service.
• Ensure compliance with bank policies, regulations, and risk management procedures.
• Participate in meetings for sales, product knowledge, and operational updates; assist in training new staff.

Qualifications

• High school diploma or GED with 2-5 years of banking experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office and Salesforce.
• No specific licenses required, but compliance with regulatory requirements is essential.