Banker

Role Overview: The Licensed Relationship Banker is a trusted advisor dedicated to delivering exceptional client service, fostering deep relationships, and driving branch growth through consultative guidance.

Key Responsibilities

• Manage and expand a client portfolio by building relationships and acquiring new clients.
• Engage clients proactively via in-person and phone meetings to understand goals and recommend tailored banking and investment solutions.
• Open, service, and support accounts while assisting with digital banking adoption.
• Originate and process credit requests, referring complex needs to specialists, and supporting growth in deposits, loans, investments, and insurance products.
• Collaborate with internal partners to provide integrated client experiences and educate clients on digital tools and financial wellness.
• Ensure compliance with regulatory and internal policies, monitor portfolios for risk, and resolve client issues professionally.
• Participate in community activities, team training, and support branch operational goals.
  
  

Qualifications & Skills

• High school diploma or GED required; college degree or military experience preferred.
• 5-10 years of experience in retail banking, financial services, or consultative sales.
• Strong communication, problem-solving, and client-first mindset.
• Ability to learn banking products quickly, proficient with CRM and office software.
• Active FINRA Series 6 and 63 registrations required; other licenses or registrations may be needed based on duties.
• Flexible to support branch hours and potential community engagement; bilingual skills are a plus.
  
  

This role emphasizes client relationship management, product knowledge, regulatory compliance, teamwork, and community involvement. Ongoing licensing and background checks are required for employment.