Relationship Banker

Role Summary

The Relationship Banker is a trusted advisor responsible for engaging clients through consultative conversations to understand their financial goals and recommend personalized solutions. They promote and sell banking products such as deposit accounts, loans, and lines of credit, while supporting growth and client retention.

Responsibilities

• Engage clients through consultative conversations to understand their financial goals and recommend personalized solutions
• Promote and sell banking products such as deposit accounts, loans, and lines of credit
• Support growth and client retention
• Proactively reach out to clients
• Identify cross-selling opportunities
• Make referrals to specialized banking services
• Deliver exceptional client experiences
• Handle financial transactions
• Resolve issues efficiently
• Support operational tasks such as training new associates
• Assist with audit controls
• Ensure compliance with regulations and internal policies

Qualifications

• High school diploma or GED
• 2-5 years of related banking experience
• Proficiency in Microsoft Office and Salesforce is preferred
• Adherence to background checks, credit screening, and licensing requirements is essential