Relationship Banker

As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank’s growth objectives. Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement. Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Foster customer loyalty by addressing concerns and providing timely resolutions. Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. Collaborate with team members and partners to achieve branch goals and drive overall performance. Responsibilities may extend to supporting nearby branch locations based on business necessity. Requirements include a high school diploma, GED or equivalent education; preferred bachelor’s degree or equivalent experience; 3+ years experience selling products/services in an incentive-based environment or 12+ months experience in retail banking sales or related roles; established relationship-building skills; excellent customer service and communication skills; proficiency with digital tools; ability to work branch hours including weekends and evenings. The role requires working in a fast-paced environment, managing multiple priorities, and following policies and procedures. No certifications listed. The base pay range is $38,250 to $59,000 annually, varying by skills, experience, and location.