Relationship Banker

Role Overview

The Relationship Banker acts as a trusted advisor, engaging clients through consultative conversations to understand their financial goals and recommend tailored solutions.

Key responsibilities include promoting and selling bank products, deepening client relationships via excellent service, and supporting sales objectives.

This role involves performing moderately complex tasks such as proactive sales engagement, identifying client needs for deposits and loans, providing personalized financial advice, and making appropriate referrals to other banking services.

Additional duties encompass supporting operational functions like teller processing, assisting with training new associates, ensuring compliance with bank policies and regulations, and maintaining operational efficiency.

The position requires supporting a high-performing sales culture, conducting regular client outreach, and contributing to client experience excellence.

Qualifications include a high school diploma or GED, 2-5 years of experience as a Universal Banker or Teller, proficiency in Microsoft Office and Salesforce, and the ability to perform essential duties satisfactorily.

The role demands compliance with banking regulations, internal controls, and ethical standards, along with background credit checks and adherence to the S.A.F.E Mortgage Licensing Act.