Relationship Banker

About the role

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

Responsibilities

• Sales & Business Development: Proactively identify client needs for deposits, loans, and other banking products, guiding clients through options and fostering relationships through referrals to other banking services.
• Client Experience: Deliver exceptional service, support the teller line to minimize wait times, and resolve client issues promptly. Continuously enhance product knowledge to better serve clients.
• Compliance & Risk Management: Adhere to bank policies, regulations, and internal controls, participate in meetings to promote sales and service excellence, and assist with training new associates.

Qualifications

• High school diploma or GED
• 2-5 years of experience as a Universal Banker or Teller

Skills

• Proficiency in Microsoft Office and Salesforce
• Ability to perform complex tasks
• Strong sales, communication, and customer service skills