Description
The Relationship Banker serves as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommend personalized banking solutions. The role focuses on deposit accounts, loans, lines of credit, referrals, proactive client outreach, and sales leadership while supporting customer service, compliance, training, and operational controls. It requires a high school diploma or GED and 2–5 years of experience as a Universal Banker or Teller, along with Microsoft Office Suite and Salesforce skills.
