Relationship Banker

About the role

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

Responsibilities

• Promote and sell bank products and services to drive growth.
• Deepen client relationships through personalized advice, excellent service, and proactive sales.
• Conduct regular outreach to clients and prospects, identifying opportunities for additional products and services.
• Support sales and business development by guiding clients through deposit and loan options, and making referrals to other banking lines.
• Provide outstanding client experience by resolving issues promptly and supporting teller operations.
• Assist in training new associates, ensure compliance with regulations, policies, and risk management standards, and maintain operational efficiency.

Qualifications

• High school diploma or GED.
• 2‑5 years experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office Suite and Salesforce.
• Ability to perform essential duties satisfactorily.
• Strong communication, sales, and customer service skills.
• Knowledge of bank products, compliance standards, and risk management.

Additional requirements

Successful candidates will undergo background and credit checks and must comply with the S.A.F.E Mortgage Licensing Act of 2008 and related regulations.