Relationship Banker

About the role

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

Responsibilities

• Promoting and selling bank products and services
• Deepening client relationships with excellent service
• Supporting overall sales targets
• Proactive client engagement
• Guiding deposit and loan needs
• Providing tailored financial advice
• Making referrals to other banking services such as mortgage and wealth management
• Supporting teller operations to ensure efficient service
• Resolving client issues promptly
• Attending training to enhance product knowledge

Qualifications

• High school diploma or GED
• 2-5 years of experience as a Universal Banker or Teller
• Proficiency with Microsoft Office and Salesforce
• Must pass a background check
• Comply with relevant regulations

Skills

• Strong sales
• Client service
• Operational risk management
• Teamwork