Relationship Banker Sr → Relationship Banker Senior

About the role

This position focuses on sales, client engagement, and financial advice within a banking environment.

Responsibilities

• Proactively engage clients in consultative discussions to understand financial goals and recommend tailored banking solutions, including deposit accounts, loans, and referrals to other banking services.
• Provide personalized, consultative advice to enhance client satisfaction, loyalty, and deepen banking relationships through cross-selling opportunities.
• Conduct regular client calls, support teller transactions, and ensure prompt resolution of client issues to deliver excellent service.
• Identify opportunities for additional product sales and make appropriate referrals to bank partners.
• Support operational efficiency, assist in training, ensure compliance with regulations, and participate in audit and control procedures.

Qualifications & Skills

• High school diploma or GED
• Minimum 5 years of relevant experience
• Proficiency in Microsoft Office Suite and Salesforce
• Ability to perform essential duties effectively
• No supervisory responsibilities
• No specific licenses required
• Successful candidates must pass a background and credit check and comply with S.A.F.E. Mortgage Licensing Act regulations