Relationship Banker

Role Overview The Relationship Banker serves as a trusted advisor, engaging clients through consultative conversations to understand their financial goals and recommend personalized solutions. They focus on driving growth by actively promoting and selling banking products, including deposits, loans, and lines of credit, while supporting overall sales targets. The role involves deepening client relationships via excellent service, proactive outreach, and referrals to other banking services. Role Overview The Relationship Banker serves as a trusted advisor, engaging clients through consultative conversations to understand their financial goals and recommend personalized solutions. They focus on driving growth by actively promoting and selling banking products, including deposits, loans, and lines of credit, while supporting overall sales targets. The role involves deepening client relationships via excellent service, proactive outreach, and referrals to other banking services. Key Responsibilities Engage clients to identify financial needs and recommend tailored banking options. Assist clients with deposit and loan processes, opening accounts, and guiding product choices. Provide personalized financial advice aligned with client goals. Make referrals to mortgage, wealth, private banking, and business banking divisions. Conduct regular client outreach and support sales initiatives. Support operational efficiency by assisting in training, compliance, and transaction processing. Qualifications & Skills High school diploma or GED required. 2-5 years of experience as a Universal Banker or Teller preferred. Proficiency in Microsoft Office and Salesforce. No specific licenses required, but compliance with banking regulations and the S.A.F.E Mortgage Licensing Act is necessary. The role demands strong communication, sales, and client service skills, with an emphasis on compliance and operational protocols. #J-18808-Ljbffr val's services