Relationship Banker
Core
Manage, retain, and acquire long-lasting win-win relationships with customers by identifying their financial needs and offering tailored product and service solutions.
Role type
Relationship Banker (Commercial & Consumer)
Builds
Commercial and consumer banking products including loans, deposits, treasury management, and wealth management.
Domain
Banking and Financial Services
Deliverable
product features
Required skills
consultative relationship sales, branch operations, loan sourcing, digital banking platforms, foreign currency exchange, regulatory compliance (MLO)
Preferred skills
MLO experience, 2+ years in banking/financial services, high school diploma or GED
Technologies
mobile banking platforms, online banking 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 including HELOC, Residential Loan, and Commercial Loan; Assist customers with financial transactions including cash, transfers, and wire transfers; Educate customers on digital banking tools and self-service portals.
Seniority
Individual Contributor, Entry to Mid-level