Account Relationship Manager (Relationship Banker

Account Relationship Manager

Job Grade:
Full time, Non
- Exempt

The Account Relationship Manager builds and maintains strong customer relationships by assisting clients with deposit account openings, account maintenance, and consumer lending needs. This role serves as a trusted advisor to customers, educating them on available banking products and digital services while identifying opportunities to cross-sell additional solutions. The Account Relationship Manager ensures loan and account documentation is accurate, complete, and compliant with regulatory standards, supporting both the customer experience and the bank’s risk management efforts.

By balancing sales, service, and compliance, this role plays a vital part in strengthening customer loyalty and driving branch growth.

• High school diploma
• 2+ years of banking or customer relationship experience.
• Knowledge of consumer banking products and lending procedures.
• Strong computer and system navigation skills.

• Open and maintain consumer deposit accounts.
• Assist customers with consumer loan applications and processing.
• Educate customers on banking products, digital services, and lending options.
• Identify opportunities to cross-sell additional products and services.
• Ensure compliance with policies, procedures, and regulatory requirements.

• Strong communication, interpersonal and relationship-building skills.
• Sales-minded with ability to match customer needs to bank solutions.
• Effective financial consultation skills with an ability to explain financial products clearly and professionally.
• Detail-oriented with attention to accuracy.
• Ability to handle confidential information responsibly.

• Must be able to lift and carry up to 10 pounds.
• Some travel to branch or offsite locations may be required.
• Ability to sit, stand, and operate a computer for extended periods of time.
• Must comply with all bank policies, procedures, and regulatory requirements.
• Maintain a professional appearance and demeanor.
• Demonstrate confidentiality, integrity, and sound judgment in all interactions.
• Must be able to work evenings and weekends as business needs dictate.