Relationship Banker
Core
Deliver high-touch, high-tech relationship banking services to manage, retain, and acquire long-lasting win-win relationships with customers.
Role type
Relationship Banker (Commercial & Consumer)
Builds
Commercial and consumer banking products including loans, deposits, treasury management, and wealth management solutions.
Domain
Banking and Financial Services
Required skills
consultative relationship sales, branch operations, loan origination, digital banking platforms, foreign currency exchange, regulatory compliance (MLO), financial product knowledge
Preferred skills
MLO experience, 2+ years in banking/financial services, sales experience, digital acumen
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 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