Jobs · Finance · North Carolina

Relationship Banker

RoShay Services · Greensboro, NC · 2 days ago
FinanceFull-time
The Relationship Banker is a trusted advisor responsible for engaging clients in meaningful, consultative conversations to understand their financial goals and recommend personalized solutions. Key duties include driving growth through active promotion and sales of bank products and servicesdeepening client relationships via excellent service and tailored adviceidentifying opportunities for referrals to other banking lines such as mortgage, wealth, and business bankingconducting regular outreach to clients and prospects with customized financial solutionssupporting a sales-focused culture by coaching team memberssupporting operational tasks like teller functions, compliance, risk management, and audit controls Qualifications include a high school diploma or GED, 2-5 years of experience as a Universal Banker or Teller, proficiency in MS Office and Salesforce, and compliance with banking regulations. Skills required involve excellent communication, sales acumen, client service, and operational efficiency, with an emphasis on proactive engagement, relationship building, and adherence to policies.

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