Relationship Banker

Role Overview

The Relationship Banker serves as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions.

Key Responsibilities

• Sales & Business Development: Proactively identify client needs, promote deposit accounts, loans, and referrals to other banking services, and support sales goals through personalized advice and regular outreach.
• Client Experience: Deliver exceptional service, efficiently handle transactions, resolve issues promptly, and enhance product knowledge through ongoing training.
• Compliance & Risk Management: Adhere to bank policies, regulations, and internal controls, ensuring ethical conduct and risk mitigation.
• Operational Efficiency: Assist in meetings, support onboarding of new staff, participate in audits, and stay updated on operational procedures.

Qualifications & Skills

• High school diploma or GED, with 2-5 years of experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office and Salesforce is preferred.
• Ability to perform complex tasks, maintain compliance, and provide excellent customer service.

Additional Requirements

• Successful background and credit checks.
• Adherence to S.A.F.E. Mortgage Licensing Act.
• Continuous professional development.