What are the responsibilities and job description for the Relationship Banker position at val's services?
Role Overview: The Relationship Banker acts as a trusted advisor, engaging clients in meaningful conversations to understand their financial goals and recommend tailored solutions.
Key Responsibilities
Key Responsibilities
- Proactively promote and sell bank products, including deposit accounts, loans, and lines of credit, while identifying opportunities for additional services through referrals.
- Provide personalized financial advice aligned with clients' short- and long-term objectives, supporting relationship growth and client satisfaction.
- Conduct regular outreach to clients and prospects, supporting sales efforts and fostering loyalty.
- Support client experience by delivering excellent service, minimizing wait times, and promptly resolving issues.
- Assist in operational tasks, such as processing transactions, participating in meetings, training new associates, and ensuring compliance with policies and regulations.
- Maintain knowledge of products, services, and operational updates to enhance service quality.
- High school diploma or GED.
- 2-5 years of experience as a Universal Banker or Teller.
- Strong interpersonal, sales, and customer service skills.
- Proficiency in Microsoft Office Suite and Salesforce.
- Ability to perform complex tasks, adhere to compliance standards, and support operational efficiency.