Relationship Banker

About the role

This position involves engaging clients through consultative sales and providing personalized financial advice to meet their short- and long-term goals.

Responsibilities

• Client Engagement: Conduct proactive outreach via calls and meetings to understand client needs, recommend banking solutions, and deepen relationships through referrals to other banking lines.
• Sales & Business Development: Actively identify client deposit and borrowing needs, assist with account openings, loan applications, and promote bank products and services.
• Client Experience & Service: Deliver exceptional service, promptly resolve issues, and ensure compliance with operational policies and regulations.
• Operational Support: Support teller operations, assist in dual control vault duties, and participate in audits and training to enhance operational efficiency.
• Team & Compliance: Support sales leadership through coaching, attend training sessions, stay informed on operational updates, and adhere to risk management and ethical standards.

Qualifications & Skills

• Strong customer service and sales skills with a consultative approach.
• Knowledge of banking products, deposit, and loan options.
• Ability to build client relationships and identify referral opportunities.
• Effective communication, teamwork, and problem-solving skills.
• Commitment to compliance, risk management, and ethical standards.
• Willingness to participate in ongoing training and deepen product knowledge.

Additional Duties

Support management with training new associates, assist in operational tasks, and perform other job-related responsibilities as assigned.