What are the responsibilities and job description for the Relationship Banker position at RG&T Solutions?
Role: The Relationship Banker serves as a trusted advisor engaging clients in meaningful, consultative conversations to understand their financial goals and recommend tailored solutions.
Responsibilities: Drive growth by actively promoting banking products and services, deepen client relationships through personalized advice, and support sales goals. Perform moderately complex tasks including proactive sales engagement, guiding clients on deposit and loan options, providing financial advice, making referrals to other banking lines, and conducting regular outreach. Support operational efficiency by assisting with transactions, training new associates, and ensuring compliance with bank policies and regulations. Maintain excellent client experience by resolving issues promptly and attending training sessions. Ensure adherence to risk management, internal controls, and regulatory requirements.
Qualifications & Skills: High school diploma or GED, 2-5 years as a Universal Banker or Teller, proficiency in Microsoft Office and Salesforce, and ability to perform background credit checks. Strong sales, communication, and customer service skills are essential, along with a thorough understanding of bank products. The role requires compliance with the S.A.F.E Mortgage Licensing Act and related regulations.
Location: On-site at the listed location.
Responsibilities: Drive growth by actively promoting banking products and services, deepen client relationships through personalized advice, and support sales goals. Perform moderately complex tasks including proactive sales engagement, guiding clients on deposit and loan options, providing financial advice, making referrals to other banking lines, and conducting regular outreach. Support operational efficiency by assisting with transactions, training new associates, and ensuring compliance with bank policies and regulations. Maintain excellent client experience by resolving issues promptly and attending training sessions. Ensure adherence to risk management, internal controls, and regulatory requirements.
Qualifications & Skills: High school diploma or GED, 2-5 years as a Universal Banker or Teller, proficiency in Microsoft Office and Salesforce, and ability to perform background credit checks. Strong sales, communication, and customer service skills are essential, along with a thorough understanding of bank products. The role requires compliance with the S.A.F.E Mortgage Licensing Act and related regulations.
Location: On-site at the listed location.