Relationship Banker
Listed on 2026-09-22
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Finance & Banking
Bank Customer Service, Retail Banking, Financial Sales
Location: On site at the specified location.
Summary: The Relationship Banker serves as a trusted advisor engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions. Responsibilities include promoting and selling bank products and services, deepening client relationships through excellent service, and supporting branch sales targets. The role involves performing moderately complex tasks related to sales, client engagement, and operational efficiency. Key duties encompass proactive client outreach, identifying and fulfilling deposit and loan needs, providing personalized financial advice, and making referrals to other banking services.
The banker supports operational tasks such as assisting with teller transactions, training new associates, and ensuring compliance with regulations and risk management policies. Qualifications include a high school diploma or GED and 2-5 years of experience as a Universal Banker or Teller. Skills required are proficiency in Microsoft Office and Salesforce, excellent communication, sales, and customer service abilities. Ongoing employment depends on successful background and credit checks, and compliance with applicable regulations.
The role emphasizes delivering exceptional client experiences, supporting operational procedures, and contributing to the bank’s growth objectives.
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