Relationship Banker Sr.
Onsite at the designated location.
Summary
The Senior Relationship Banker acts as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommending tailored solutions. The role focuses on driving growth through proactive promotion and sales of banking products, deepening client relationships with personalized service, and supporting the bank's sales objectives. It handles complex assignments, offering comprehensive financial advice, identifying referral opportunities, and conducting regular client outreach. The position emphasizes delivering excellent customer experiences, resolving issues promptly, and maintaining compliance with banking regulations and internal controls.
Essential Duties And Responsibilities
- Engage clients in consultative sales, promoting deposit accounts, loans, lines of credit, and referrals to other banking services.
- Identify client needs and guide them through banking solutions aligned with their financial goals.
- Provide personalized financial advice, fostering client loyalty and satisfaction.
- Recognize opportunities for cross-selling and refer clients to appropriate bank partners.
- Conduct proactive outreach through calls to clients and prospects.
- Support sales culture by coaching associates on products, services, and referrals.
- Support client experience by minimizing wait times, resolving issues, and enhancing service quality.
- Assist in training personnel, conducting meetings, and ensuring operational efficiency.
- Maintain compliance with regulations, policies, risk management, and internal controls.
- Perform operational duties, including vault responsibilities and audits, and stay informed of updates.
Qualifications
- High school diploma or GED.
- 5+ years of relevant experience.
Skills & Equipment
Proficiency in Microsoft Office Suite, Salesforce.
Certifications
None required. Compliance with background checks and licensing regulations is necessary.
Supervisory Responsibilities
None.