Relationship Banker
Core
Managing, retaining, and acquiring 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
Bachelor's degree, 2+ years in banking/teller/sales, MLO experience, fluency in branch technology
Responsibilities
Achieve quarterly and annual sales goals for C&I, CRE, SBA, mortgage, and deposits; Source and develop loans including HELOC and Commercial Loans; Assist customers with transactions and foreign currency exchange; Educate customers on digital banking tools.
Seniority
Individual Contributor, Entry to Mid-level