Relationship Banker

Role Overview: This position involves engaging clients through proactive, consultative sales conversations, understanding their financial goals, and recommending customized banking solutions, including deposits, loans, and lines of credit. The role focuses on deepening client relationships via personalized advice, referrals to other bank services, and delivering exceptional client experiences. Key Responsibilities Proactively engage clients and prospects through tailored outreach and conversations.Support client deposit and borrowing needs by guiding through product options, opening accounts, and processing loan applications.Provide personalized financial advice aligned with client goals, leveraging comprehensive knowledge of bank products.Recognize opportunities for cross-selling and refer clients to mortgage, wealth, private banking, and business banking services.Support sales initiatives by participating in meetings, promoting products, and assisting in training new associates.Support operational efficiency by assisting with teller transactions, dual control responsibilities, and audit procedures.Assist management with training and mentoring staff, ensuring compliance with policies, regulations, and risk management standards.Maintain current knowledge of industry regulations, bank policies, and operational updates to ensure compliance and quality service.Support a high-performance culture by coaching team members and supporting sales and client service objectives.Perform other related duties to meet organizational goals and ensure excellent client experiences. Qualifications & Skills Strong sales and client relationship skills with a consultative approach.Knowledge of banking products, financial planning, and risk management.Excellent communication and client service abilities.Ability to support operational tasks, including cash handling and audit controls.Willingness to participate in ongoing training and professional development.Compliance awareness and understanding of banking regulations and policies.Leadership skills for coaching and supporting team performance. Key Duties: Supporting teller operations, conducting client outreach, providing financial advice, making referrals, supporting sales initiatives, training staff, and ensuring compliance with operational and risk standards.