Relationship Banker

About the role

The Relationship Banker is a trusted advisor responsible for engaging clients through consultative conversations to understand their financial goals and recommend tailored solutions. They drive growth by actively promoting bank products and services, deepening client relationships through excellent service and personalized advice, and supporting sales targets.

Responsibilities

• Proactively engage clients in sales and business development, offering deposit, loan, and referral opportunities.
• Provide personalized financial advice aligned with clients’ objectives.
• Maintain high-quality client experience, resolving issues promptly and supporting teller functions as needed.
• Support operational efficiency through participation in meetings, training, and compliance with policies and regulations.
• Assist with training new associates and ensure adherence to risk management and audit controls.

Qualifications & Skills

• High school diploma or GED; 2-5 years of experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office and Salesforce.
• No specific licenses required, but compliance with S.A.F.E. Mortgage Licensing Act is necessary.
• This role involves moderate to complex tasks, emphasizing sales, client service, and regulatory compliance without supervisory responsibilities.