Relationship Banker
Core
Build long-term client relationships by providing customized financial solutions, originating consumer and small business loans, and educating customers on digital and traditional banking services.
Role type
Relationship Banker (Sales & Lending)
Builds
Consumer loan portfolio, small business loan portfolio, deposit accounts
Domain
Banking / Consumer & Small Business Lending
Deliverable
product features
Required skills
Client relationship management, loan origination, sales goal achievement, cash flow analysis, financial statement interpretation, digital banking platform proficiency, community engagement
Preferred skills
Mortgage loan origination (open-end transactions only), outbound business development, referral source building
Technologies
Online banking platforms, Bill Pay, E-Statements, mobile banking, ATM, business banking applications
Responsibilities
Conduct client financial reviews to uncover needs and make recommendations; originate consumer and small business loans; perform proactive outbound calls for business development; resolve client issues with digital products; support community events and volunteerism.
Seniority
Entry-level to Mid-level, hands-on IC