Relationship Banker | Sales & Client Development

About the role

The Universal Banker is a relationship-focused sales professional responsible for building client relationships, identifying financial needs, recommending banking solutions, and supporting branch growth through proactive sales and service activities. Approximately 75% of this role is dedicated to relationship building, consultative sales, account opening, cross-selling bank products and services, referral generation, client outreach, and achieving individual monthly sales goals. The remaining 25% of the role focuses on assisting clients with routine transactions through the Interactive Teller Machine (ITM), supporting digital banking adoption, and providing exceptional client service. This position is expected to actively contribute to branch growth by generating new account opportunities, deepening existing client relationships, increasing product penetration, and partnering with internal business lines. Success in this role requires a strong sales mindset, excellent interpersonal skills, and the ability to engage clients in meaningful financial conversations that result in solutions that meet their needs. This role is ideal for candidates with experience as a Relationship Banker, Personal Banker, Universal Banker, Financial Services Representative, Sales Representative, Business Development Representative, Consumer Banker, Credit Union Member Services Representative, or Client Relationship Specialist.

Responsibilities

• Build