Relationship Banker
Core
Develop new and strengthen existing customer relationships by offering appropriate financial products and services to meet their needs.
Role type
Entry-level to advanced retail relationship banker
Builds
Consumer loans, deposit accounts, and general banking services
Domain
Banking / Financial Services
Deliverable
product features
Required skills
consultative sales, needs-based selling, outbound calling, loan application processing, deposit account management, customer service, compliance with BSA/AML regulations
Preferred skills
sales experience, financial service provider experience, college degree, military experience
Technologies
self-service banking solutions, digital services
Responsibilities
Conduct discovery conversations to identify customer financial needs and offer solutions; make outbound calls to generate sales; process consumer loan applications and facilitate closings; open and manage deposit accounts; provide exceptional in-branch customer service; maintain knowledge of bank products and competitor offerings; adhere to bank policies and regulatory compliance programs.
Seniority
Entry-level (Level 1) with progression to Advanced (Level 3) and potential leadership role