Relationship Banker

About the role

This position engages clients in consultative sales to understand their financial needs and recommend tailored banking solutions, including deposit accounts, loans, and referrals to other banking services. The role also supports sales efforts by coaching team members, ensuring excellent client experiences, and maintaining compliance with regulations and internal controls.

Responsibilities

• Identify client opportunities and guide them through product options.
• Foster long‑term relationships through proactive outreach and personalized advice.
• Coach team members to enhance sales performance.
• Ensure excellent client experiences at every touchpoint.
• Maintain compliance with regulatory requirements and internal controls.
• Promote operational efficiency, client satisfaction, and adherence to risk‑management policies.

Requirements

• High school diploma or GED.
• 2–5 years of experience as a Universal Banker or Teller.
• Successful completion of background checks and adherence to regulatory requirements.

Skills

• Proficiency with Microsoft Office Suite.
• Experience using Salesforce.