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 personalized solutions.

Responsibilities

• Proactively promote and sell bank products and services, including deposits, loans, and referrals to other banking lines.
• Identify client needs, guide through deposit and loan options, and assist with account openings and applications.
• Deliver personalized financial advice to enhance client satisfaction and foster loyalty.
• Conduct regular outreach to clients and prospects to offer tailored financial solutions.
• Support sales efforts by coaching colleagues and supporting a high-performance culture.
• Maintain excellent client service, efficiently handle transactions, and resolve issues promptly.
• Ensure compliance with bank policies, risk management, and regulatory standards, including internal controls and ethical guidelines.
• Participate in meetings, assist with operational tasks, and support training efforts.

Qualifications

• High school diploma or GED, with 2–5 years of experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office and Salesforce is required.
• No specific licenses are mandatory, but compliance with financial regulations and background checks are necessary.