Relationship Banker
val's services · Hoover, AL · 2 days ago
FinanceFull-time
The role involves serving as a trusted advisor to clients by engaging in consultative conversations to understand their financial goals and recommend tailored solutions. Key responsibilities include actively promoting and selling banking products such as deposits, loans, and lines of credit, while deepening client relationships through excellent service and personalized advice. Additional duties encompass conducting regular outreach to clients and prospects, supporting sales efforts, coaching team members, and ensuring operational efficiency. Applicants should have a high school diploma or GED and 2-5 years of experience as a Universal Banker or Teller. Proficiency in Microsoft Office, Salesforce, and other office equipment is required. Qualifications include strong communication skills, a customer-centric approach, and compliance with banking regulations, including the S.A.F.E Mortgage Licensing Act. Supervisory responsibilities are minimal, with a focus on supporting team development and operational tasks. Overall, the position emphasizes client satisfaction, sales growth, risk management, and operational adherence.