Relationship Banker II

Relationship Banker II Job Description Template

Our company is looking for a Relationship Banker II to join our team.


  • Providing excellent customer service and effectively resolving customer issues;
  • Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships;
  • Adhering to all operational, security, risk and regulatory policies and procedures;
  • Being proficient in understanding and educating customers on consumer deposit products and consumer lending;
  • Maintaining your knowledge of all products, services, technology and policies;
  • Proactively driving sales through walk-in customers, pre-set appointments, referrals from customers and other branch colleagues and partners.


  • 1 year of Business to Business sales experience;
  • 2 years customer service and sales in banking, financial services or goal driven retail sales;
  • Bachelor’s Degree Comfort with technology such as mobile services and online banking services are a plus;
  • High School Diploma or GED;
  • 1 year consumer and business deposit products – lending knowledge or.

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