Relationship Banker

Role Overview This position involves providing personalized financial services and advice to clients, focusing on deposit accounts, loans, lines of credit, and cross-selling other banking products. Responsibilities include engaging clients proactively through consultative sales, fulfilling deposit and borrowing needs, and delivering excellent customer service. Key Duties Engage clients in financial discussions to understand priorities and recommend suitable solutions.Actively identify opportunities for deposit and loan growth, guiding clients through options and applications.Provide tailored financial advice aligned with clients’ goals, enhancing satisfaction and loyalty.Make referrals to other banking divisions for additional services, deepening client relationships.Conduct regular outreach to clients and prospects, maintaining ongoing communication.Support sales initiatives, product knowledge, and customer service excellence.Assist in training new associates and participate in operational and compliance activities.Support operational efficiency and risk management, including audit and vault responsibilities. Qualifications & Skills High school diploma or GED; 2–5 years of banking experience as a Teller or Universal Banker.Proficient in Microsoft Office, Salesforce, and banking software.Strong sales, client service, and communication skills.Ability to perform essential duties satisfactorily and adapt to job-related responsibilities.Certifications/licenses such as CPA, Series 6/7 preferred but not required. Supervisory & Compliance No supervisory responsibilities; supports a high-performing team culture.Adheres to regulatory, internal policies, and risk management standards, including compliance with banking laws and ethics.Participates in ongoing training and maintains operational accuracy and security. Additional Requirements Background credit check and compliance with licensing regulations are mandatory for employment.