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.

Responsibilities

• Drive growth by actively promoting and selling banking products and services.
• Deepen client relationships via excellent service, personalized advice, and proactive sales efforts.
• Identify client needs for deposits, loans, and other banking solutions, guiding them through options and facilitating account openings and loan applications.
• Provide financial advice aligned with clients’ short- and long-term goals, leveraging knowledge of bank offerings.
• Make referrals to relevant bank partners, including mortgage, wealth, and business banking.
• Conduct regular outreach to clients and prospects to offer financial solutions.
• Support sales culture through coaching and collaboration, and assist with operational tasks such as teller support, compliance, and risk management.

Qualifications and Skills

• High school diploma or GED
• 2-5 years experience as a Universal Banker or Teller
• Proficiency in Microsoft Office and Salesforce
• Ability to perform complex tasks
• Strong communication and customer service skills
• Meet background and credit check requirements
• Comply with banking regulations
• Participate in ongoing training and operational procedures