Relationship Banker Senior

About the role

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

Responsibilities

• Drive growth by proactively promoting bank products, deepen client relationships through personalized advice, and support sales targets.
• Perform complex assignments including deposit and loan sales, client outreach, and referrals to other banking services.
• Support operational efficiency by assisting with meetings, training, compliance, and risk management.

Key Duties

• Conduct consultative sales
• Provide personalized financial advice
• Support client experience
• Ensure compliance with regulations
• Contribute to operational excellence

Qualifications & Skills

• High school diploma or GED
• 5+ years of experience
• Proficiency in Microsoft Office Suite and Salesforce
• Knowledge of banking products
• Excellent interpersonal and sales skills
• Compliance awareness

Additional

• No supervisory responsibilities.
• Must meet background and credit check requirements and comply with relevant regulations.
• Ongoing employment contingent upon meeting these standards.