Relationship Banker

Role Overview

The Relationship Banker is a trusted advisor responsible for engaging clients through consultative conversations to understand their financial goals and recommend tailored solutions.

Key Responsibilities

• Drive growth by proactively promoting and selling banking products and services, including deposits, loans, and referrals to other banking lines.
• Deepen client relationships through personalized financial advice, excellent service, and regular outreach to clients and prospects.
• Support sales initiatives, coach team members, and assist with operational duties such as vault responsibilities and compliance.
• Ensure compliance with bank policies, risk management, and regulatory requirements, including ongoing credit and background checks.
• Support operational efficiency by participating in meetings, training, and maintaining knowledge of products and regulations.

Qualifications & Skills

• High school diploma or GED; 2-5 years of experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office Suite and Salesforce.
• Strong sales, client service, and communication skills, with ability to perform moderately complex tasks.

This role emphasizes client engagement, sales growth, operational excellence, and regulatory compliance to enhance the client experience and meet sales goals.