Relationship Banker

Role: Relationship Banker

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

Responsibilities

• Proactively engage clients to identify and fulfill deposit, loan, and referral needs, promoting bank products and services.
• Provide personalized financial advice aligned with clients’ short- and long-term objectives, enhancing satisfaction and loyalty.
• Support client relationships through regular outreach, referrals to other banking lines, and excellent service.
• Assist in operational tasks, including processing transactions, supporting teller functions, and maintaining compliance with policies and regulations.
• Contribute to team sales efforts, coaching associates, and participating in meetings for sales and product knowledge.
• Maintain knowledge of operational updates, assist with training, and ensure risk management and internal controls are followed.
  
  

Qualifications & Skills:

• High school diploma or GED.
• 2-5 years of experience as a Universal Banker or Teller.
• Strong communication, sales, and customer service skills.
• Proficiency in Microsoft Office Suite and Salesforce.
• Ability to perform complex banking tasks and adhere to regulatory requirements.
  
  

Ongoing employment is contingent upon background checks, credit review, and compliance with S.A.F.E. Mortgage Licensing Act and related regulations.