Relationship Banker

About the role

This position involves engaging clients through consultative sales to understand their financial needs and recommend personalized banking solutions, including deposit accounts, loans, and lines of credit. It requires identifying opportunities for client growth by guiding deposit and borrowing options, providing tailored financial advice, and making referrals to other banking services. The role also includes conducting proactive outreach, supporting a sales-driven culture, and maintaining excellent client experiences by resolving issues promptly and enhancing product knowledge through ongoing training.

Responsibilities

• Support client relationships via sales, referrals, and personalized financial advice
• Assist with operational tasks, including processing transactions and vault responsibilities
• Ensure compliance with banking regulations, policies, and internal controls
• Participate in meetings and training to improve sales, service, and product knowledge

Qualifications

• High school diploma or GED
• 2-5 years of experience as a Universal Banker or Teller
• Proficiency with Microsoft Office Suite and Salesforce
• Ability to perform essential duties satisfactorily

Benefits

• Health insurance
• Retirement plans
• Tuition reimbursement

The role requires background checks and compliance with relevant licensing regulations, offers opportunities for professional development, and has no supervisory responsibilities.