What are the responsibilities and job description for the Relationship Banker position at RoShay Services?
Location: Onsite at the specified location.
Summary: The Relationship Banker acts as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions. Responsibilities include promoting and selling bank products, deepening client relationships through excellent service, and supporting sales goals. The role involves managing moderately complex tasks related to sales, client advice, and operational efficiency, with a focus on deposit accounts, loans, and referrals to other banking services. It requires providing personalized financial guidance, conducting proactive outreach, and supporting a high-performing sales culture. The position also involves supporting the teller line, ensuring compliance with banking regulations, and participating in training and operational procedures. No supervisory duties are involved.
Qualifications: High school diploma or GED, with 2-5 years of experience as a Universal Banker or Teller. Proficiency in Microsoft Office Suite and Salesforce is preferred. No specific licenses or certifications are required. Candidates must pass background and credit checks and comply with relevant regulations, including the S.A.F.E Mortgage Licensing Act. Strong communication, customer service, sales, and operational skills are essential.
Summary: The Relationship Banker acts as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions. Responsibilities include promoting and selling bank products, deepening client relationships through excellent service, and supporting sales goals. The role involves managing moderately complex tasks related to sales, client advice, and operational efficiency, with a focus on deposit accounts, loans, and referrals to other banking services. It requires providing personalized financial guidance, conducting proactive outreach, and supporting a high-performing sales culture. The position also involves supporting the teller line, ensuring compliance with banking regulations, and participating in training and operational procedures. No supervisory duties are involved.
Qualifications: High school diploma or GED, with 2-5 years of experience as a Universal Banker or Teller. Proficiency in Microsoft Office Suite and Salesforce is preferred. No specific licenses or certifications are required. Candidates must pass background and credit checks and comply with relevant regulations, including the S.A.F.E Mortgage Licensing Act. Strong communication, customer service, sales, and operational skills are essential.