Relationship Banker Float

About the role

The Relationship Banker is a trusted advisor responsible for engaging clients in meaningful, consultative conversations to understand their financial goals and recommend tailored solutions.

Responsibilities

• Drive growth by actively promoting and selling banking products and services, including deposits, loans, and lines of credit.
• Deepen client relationships through personalized advice, exceptional service, and proactive outreach.
• Identify opportunities for referrals to other banking services such as mortgage, wealth, and business banking.
• Support sales initiatives, coach team members, and assist with operational tasks like dual control vault responsibilities.
• Provide excellent client experiences, resolving issues promptly and enhancing knowledge through ongoing training.
• Support operational efficiency, ensure compliance, and perform other job-related responsibilities as assigned.

Qualifications

High school diploma or GED; 2-5 years of experience as a Universal Banker or Teller.

Skills

• Strong sales and business development skills with a consultative approach.
• Proficiency in Microsoft Office and Salesforce; ability to perform complex tasks.
• Compliance with banking regulations, including background checks and licensing requirements.