Relationship Banker
Core
Manage, retain, and acquire long-lasting relationships with customers by identifying their financial needs and offering tailored banking solutions.
Role type
Relationship Banker (Commercial & Consumer)
Builds
Customer relationships and bank revenue through sales of loans, deposits, and wealth management products.
Domain
Banking and Financial Services
Deliverable
product features
Required skills
consultative relationship sales, branch operations, loan sourcing (HELOC, Residential, Commercial), digital banking platform proficiency, regulatory compliance (MLO), financial product knowledge
Preferred skills
MLO experience, 2+ years in banking/financial services, sales experience in related industry
Technologies
mobile banking platforms, online banking portals, self-service portals, branch technology
Responsibilities
Achieve quarterly and annual sales goals for C&I, CRE, SBA, mortgage, treasury management, deposits, and wealth management; Source and develop loans; Assist customers with transactions including cash, transfers, and foreign currency exchange; Educate customers on digital banking tools.
Seniority
Individual Contributor, entry to mid-level
