Relationship Banker
val's services · Chattanooga, TN · Today
FinanceFull-time
Summary
The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and recommend tailored solutions. The role involves driving growth through active promotion and sales of banking products, enhancing client relationships via excellent service and personalized advice, and supporting the bank’s sales objectives.
Responsibilities
- Proactively engage clients in sales
- Guide deposit and loan needs
- Make referrals to other banking lines
- Conduct regular outreach
- Support a high-performance culture through coaching
- Maintain operational efficiency
- Ensure compliance with regulations
- Deliver exceptional client experiences
Qualifications
- High school diploma or GED
- 2–5 years of experience as a Universal Banker or Teller
- Proficiency in Microsoft Office and Salesforce
- Strong communication skills
Additional Information
Employment is contingent on background and credit checks, and compliance with relevant regulations including the S.A.F.E Mortgage Licensing Act.