Relationship Banker
val's services · King, NC · Yesterday
FinanceFull-time
Role Overview: The Relationship Banker is a trusted advisor engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions. Key Responsibilities Sales & Business Development: Proactively engage clients to identify deposit, loan, and referral opportunities, promoting bank products and supporting sales targets.Client Experience: Deliver excellent service, minimize wait times, resolve issues promptly, and enhance client satisfaction through personalized advice.Referral & Relationship Growth: Recognize opportunities for additional products and foster deepened client relationships via referrals to other banking services.Operational & Compliance Support: Assist with transactional processing, training new associates, and ensuring adherence to regulations, policies, and risk controls. 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. No special licenses required but must meet background and regulatory standards. Key Attributes: Strong communication, sales aptitude, client focus, and ability to work in a fast-paced environment. Physical & Environment Demands: Minimal physical requirements with no significant environmental hazards noted.