Relationship Banker Senior

About the role

The Senior Relationship Banker is a trusted advisor responsible for engaging clients in consultative conversations to understand their financial goals and recommend personalized banking solutions.

Responsibilities

• Drive growth by actively promoting and selling banking products and services, including deposits, loans, and referrals to other departments.
• Deepen client relationships through excellent service, tailored advice, and proactive outreach.
• Support sales goals by coaching team members and supporting a high-performance culture.
• Provide exceptional client experiences, resolve issues promptly, and support operational efficiency through training and compliance.
• Maintain adherence to regulations, internal controls, and risk management policies.
• Assist with operational duties such as processing transactions, vault responsibilities, and training new associates.
• Conduct client outreach, advise on financial solutions, support sales initiatives, uphold compliance standards, and contribute to operational efficiency.

Qualifications

• High school diploma or GED
• 5+ years of experience
• Proficiency in Microsoft Office and Salesforce
• No supervisory responsibilities

Skills

• Knowledge of financial products
• Excellent communication
• Customer service skills