Relationship Banker

Role Overview: The Relationship Banker acts as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions. Key Responsibilities Proactively engage clients to identify their banking needs, promoting deposit accounts, loans, lines of credit, and referring to other bank services.Provide personalized financial advice aligned with clients' short- and long-term objectives.Support client relationship growth through regular outreach and excellent service.Assist in conducting sales meetings, training staff, and maintaining operational efficiency, including vault responsibilities and compliance.Ensure adherence to banking policies, risk management, and regulatory requirements. Qualifications & Skills High school diploma or GED with 5+ years of experience.Bilingual in English and Spanish and/or Vietnamese preferred.Proficiency in Microsoft Office Suite and Salesforce.Strong interpersonal, sales, and product knowledge skills.No specific licensing required, but compliance with S.A.F.E Mortgage Licensing Act is necessary. Additional Notes: This role involves performing complex assignments, supporting operational procedures, and maintaining compliance without supervisory responsibilities.