Relationship Banker

Role Overview: This position involves engaging clients through proactive, consultative sales to understand their financial needs and recommend personalized banking solutions, including deposit accounts, loans, and lines of credit. The role emphasizes growth, client-centric financial advice, and identifying referral opportunities across banking services. It includes conducting regular client outreach, supporting a high-performing sales culture, and providing excellent customer service. The role also encompasses supporting operational efficiency by assisting with transactions, training new associates, and ensuring compliance with regulations and internal controls. Qualifications & Skills: Requires a 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 are required, but compliance with background checks and regulations such as the S.A.F.E. Act is necessary. Strong communication, sales, and client service skills are essential. Key Responsibilities Engage clients through personalized financial consultations and referrals Identify and fulfill client deposit and borrowing needs Deliver exceptional client experiences and resolve issues promptly Support operational tasks, including transactions, training, and compliance Assist in promoting sales and product knowledge through meetings #J-18808-Ljbffr