Senior Relationship Banker - Tesson Ferry

Senior Relationship Banker - Tesson Ferry

#3522

St Louis, Missouri, United States

The Senior Relationship Banker serves as the branch’s lead retail banking sales professional and is responsible for acquiring, deepening, and retaining client relationships. This role is focused on driving branch growth through proactive sales conversations, outbound calling, referral generation, financial needs assessment, and the recommendation of consumer banking products and services.

As the highest-level banker in the retail branch, this position is expected to demonstrate strong sales leadership, build trusted client relationships, uncover financial needs, and consistently contribute to branch production goals. The Senior Relationship Banker partners closely with branch leadership and internal business partners to expand client relationships, increase household growth, and deliver a superior client experience.

This role is ideal for candidates with experience as a Personal Banker, Universal Banker, Relationship Banker, Branch Banker, Financial Services Representative, Consumer Banker, Credit Union Member Services Representative, or similar retail banking sales role.

Successful candidates will have demonstrated experience in consultative sales, outbound calling, relationship management, cross-selling banking products, referral generation, and achieving sales goals in a retail banking, credit union, financial services, or customer-focused sales environment.

In This Role You Will

Client Acquisition, Relationship Management and Sales Growth

• Serve as the branch’s primary relationship-focused banker responsible for driving new business, deepening existing relationships, and supporting branch growth.
• Proactively acquire, retain, and expand consumer and small business client relationships through consultative sales and relationship management.
• Conduct financial needs conversations to identify client needs, uncover opportunities, and recommend appropriate banking solutions.
• Generate new business through outbound calling, appointment setting, lead follow-up, referral networking, community involvement, and proactive client outreach.
• Build and manage client relationships to increase household growth, deposit balances, product usage, and long-term client loyalty.
• Achieve individual and branch sales goals through needs-based selling, disciplined follow-up, and consistent execution of sales activities.
• Partner with branch leadership to support sales campaigns, client outreach initiatives, and overall branch production.
• Identify opportunities to refer clients to internal partners, including mortgage, consumer lending, business banking, treasury management, investments, and insurance.

Banking Product Sales and Financial Solutions

• Recommend and sell consumer banking products and services based on client needs, including checking accounts, savings accounts, money market accounts, certificates of deposit, debit cards, credit cards, consumer loans, home equity products, and digital banking services.
• Identify opportunities for mortgage, investment, insurance, and other internal partner referrals.
• Use consultative sales techniques to match clients with appropriate financial solutions.
• Educate clients on products, services, digital tools, and relationship benefits that support their financial goals.
• Maintain strong knowledge of retail banking products, services, promotions, and competitive market conditions.

Sales Leadership and Branch Partnership

• Act as a senior sales resource within the branch by modeling effective client conversations, proactive follow-up, and relationship-building behaviors.
• Support less experienced branch team members by demonstrating strong sales practices, product knowledge, and customer engagement techniques.
• Collaborate with branch leadership to identify sales opportunities, improve client retention, and strengthen branch performance.
• Participate in sales meetings, pipeline reviews, calling campaigns, and branch growth initiatives.
• Promote a client-first sales culture focused on trust, needs-based recommendations, and long-term relationship development.

Client Experience and Financial Guidance

• Deliver a…