What are the responsibilities and job description for the Relationship Banker position at val's services?
Role Overview: The position focuses on sales, client relationship management, and operational support within a banking environment.
Responsibilities Include
Responsibilities Include
- Engaging clients in consultative discussions to identify financial needs and recommend tailored banking solutions, such as deposit accounts, loans, and lines of credit.
- Guiding clients through deposit and loan processes, including account openings and application submissions.
- Providing personalized financial advice aligned with clients’ goals while promoting additional banking products through referrals.
- Conducting proactive client outreach via calls to offer suitable financial services.
- Supporting sales efforts by coaching colleagues on products and services.
- Ensuring excellent client experiences by minimizing wait times, resolving issues promptly, and maintaining high service standards.
- Supporting operational tasks, including assisting with transactions, training new staff, and complying with risk management policies.
- Maintaining knowledge of operational updates and adhering to regulations and internal controls.
- High school diploma or GED required.
- 2-5 years of experience as a Universal Banker or Teller for Relationship Banker; over 5 years for Senior Role.
- Proficiency in Microsoft Office Suite and Salesforce.
- Strong sales, relationship-building, and communication skills.
- Ability to provide excellent customer service and work collaboratively.