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 and deposit portfolio, new deposit accounts, open-end mortgage lines of credit
Domain
Banking / Consumer & Small Business Lending
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 originator (MLO) registration, open-end transaction expertise
Responsibilities
Engage clients for financial reviews to uncover needs, originate consumer and small business loans, perform outbound business development calls, resolve client issues with digital products, support community events
Seniority
Entry-level to Mid-level, hands-on IC