Relationship Banker
Core
Managing, retaining, and acquiring long-lasting win-win relationships with customers by identifying their financial needs and offering tailored product solutions.
Role type
Relationship Banker (Commercial & Consumer)
Builds
Commercial and consumer banking products including loans, deposits, and wealth management solutions
Domain
Banking and Financial Services
Deliverable
product features
Required skills
consultative relationship sales, branch operations, loan sourcing, digital banking platform expertise, regulatory compliance (MLO), financial product knowledge
Preferred skills
MLO experience, commercial real estate lending, international banking, wealth management sales
Technologies
mobile banking platforms, online banking portals, self-service banking systems
Responsibilities
Achieve quarterly and annual sales goals for C&I, CRE, SBA, mortgage, and deposit products; Source and develop loans including HELOC and commercial loans; Assist customers with transactions including wire transfers and foreign currency exchange; Educate customers on digital banking tools and self-service portals
Seniority
Individual Contributor, Entry to Mid-level