Relationship Banker - Upstate SC

Overview

This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or ATM. The position involves accurately and efficiently processing cash transactions, having deep conversations with clients to understand their financial and life priorities, and connecting clients to solutions that meet their financial goals.

• Execute the bank's risk culture and strive for operational excellence.
• Build relationships with clients to meet their financial needs.
• Follow established processes and guidelines in daily activities, ensuring compliance with all applicable laws and regulations.
• Grow business knowledge and network by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience.
• Manage cash responsibilities.

• Highly self‑motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment, and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Able to learn and adapt to new information and technology platforms.
• Confident in educating clients on how to conduct simple banking transactions through self‑service technologies such as ATM, online banking, and mobile banking.
• Applies strong critical thinking and problem‑solving skills.
• Follows established processes and guidelines to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results while acting in the best interest of the client.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

• Experience in financial services and knowledge of the financial services industry, products, and solutions.
• One year of demonstrated successful sales experience in a salary‑plus‑incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or a business‑relevant Associate’s Degree such as business management, business administration, or finance.

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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