Relationship Banker

Role Overview

This position involves engaging clients through consultative sales to understand their financial needs and recommend personalized banking solutions. Responsibilities include identifying growth opportunities, guiding clients on deposit and loan options, and making referrals to other banking services. The role emphasizes delivering excellent client experiences, resolving issues promptly, and supporting operational efficiency through participation in meetings and training.

Candidates should have a high school diploma or GED, with 2-5 years of experience as a Universal Banker or Teller. Proficiency in Microsoft Office Suite and Salesforce is required. No specific licenses are mandated, but compliance with industry regulations is essential.

• Proactive client engagement and consultative financial advice
• Supporting client onboarding and transaction processing
• Promoting sales, product knowledge, and teamwork
• Ensuring compliance with policies and risk management standards
• Assisting with operational tasks like audits and training

This role offers opportunities for professional development within a reputable financial services organization focused on client satisfaction and operational excellence.