Relationship Banker - Float

About the role

The Relationship Banker serves as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions.

Responsibilities

• Drive growth by actively promoting and selling bank products and services, including deposits, loans, and referrals to other banking lines.
• Deepen client relationships through personalized advice, excellent service, and proactive outreach, ensuring high client satisfaction and loyalty.
• Support sales and business development efforts by engaging clients, guiding them through financial options, and identifying opportunities for additional products.
• Maintain exceptional client experience by supporting teller transactions, resolving issues promptly, and enhancing product knowledge through ongoing training.
• Ensure compliance with bank regulations, policies, internal controls, and risk management standards.
• Contribute to operational efficiency by assisting in meetings, training, audit controls, and staying informed of procedural updates.

Qualifications

• High school diploma or GED.
• 2-5 years of experience as a Universal Banker or Teller.
• Proficiency with Microsoft Office Suite and Salesforce.
• Ability to meet background credit check requirements and comply with regulatory standards, including S.A.F.E. Mortgage Licensing Act.

Skills

• Strong sales, communication, and customer service skills, with the ability to perform moderately complex tasks.