Relationship Banker (Float)

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. The role involves promoting and selling bank products and services, deepening client relationships, and supporting overall sales targets.

Responsibilities

• Conduct proactive sales engagement by understanding client needs and recommending banking solutions, including deposits, loans, and referrals.
• Provide personalized financial advice aligned with clients’ short- and long-term goals, utilizing comprehensive product knowledge.
• Identify opportunities for additional product referrals to deepen client relationships, including mortgage, wealth, and business banking.
• Maintain excellent client experience through regular outreach, prompt issue resolution, and ongoing service excellence.
• Support operational efficiency by assisting in meetings, training new associates, and ensuring compliance with policies and risk management standards.
• Participate in meetings to promote sales, enhance product knowledge, and ensure adherence to regulations and internal controls.

Qualifications & Skills

• High school diploma or GED; 2-5 years of experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office, Salesforce, and familiarity with banking operations.
• Strong communication, sales, and client service skills, with the ability to perform complex tasks.
• Adherence to compliance standards, including background checks and regulatory requirements such as the S.A.F.E Mortgage Licensing Act.
• This position requires on-site presence, with a focus on delivering expert financial guidance, fostering client relationships, and supporting operational and compliance standards.