Relationship Banker

Role Summary: The Relationship Banker is a trusted advisor responsible for engaging clients in consultative conversations to understand their financial goals and recommend personalized solutions.

Key Responsibilities:

• Drive growth through proactive sales of deposit accounts, loans, and referrals to other banking services.
• Provide tailored financial advice to deepen client relationships and enhance satisfaction.
• Support client outreach efforts and promote a high-performance sales culture.
• Deliver excellent client service by efficiently handling transactions and resolving issues.
• Ensure compliance with banking policies, regulations, and risk management standards.
• Assist in operational tasks, training, and maintaining audit controls.
  
  

Qualifications & Skills: High school diploma or GED with 5 years of experience; bilingual skills in English and Spanish and/or Vietnamese are preferred. Proficiency in Microsoft Office and Salesforce is desired. No specific licenses are required, but adherence to regulatory requirements is essential.

Note: This role does not supervise staff and focuses on client engagement, sales, service excellence, and operational compliance.