Relationship Banker

Relationship Banker

The Relationship Banker serves as a trusted advisor, engaging clients in meaningful, consultative conversations to understand their financial goals and recommend tailored solutions. Responsibilities include driving growth through proactive promotion and sales of bank products, deepening client relationships via excellent service and personalized advice, and supporting the bank’s sales objectives. Key duties involve client outreach, identifying and fulfilling deposit and loan needs, making referrals to other banking services, and supporting a high-performing sales culture.

The role requires supporting operational efficiency, compliance with regulations, risk management, and maintaining client satisfaction. It also involves supporting onboarding, participating in meetings, and staying informed of product updates.

High school diploma or GED; 2-5 years of experience as a Universal Banker or Teller. Skills in sales, client service, and banking operations are essential, along with proficiency in Microsoft Office Suite and Salesforce. Candidates must meet background and credit checks and comply with regulatory requirements such as the S.A.F.E Mortgage Licensing Act. The role demands strong communication, interpersonal, and problem-solving skills, with the ability to perform moderately complex tasks in a client-focused environment.