Description
The Relationship Banker serves as a trusted advisor who engages clients in consultative conversations, promotes and sells deposit accounts, loans, lines of credit, and referrals to other banking products, and supports the banking center’s sales goals. The role also provides personalized financial advice, conducts client outreach, supports teller operations, resolves client issues, and assists with training, compliance, and operational controls. No supervisory responsibilities are assigned, and the position requires a high school diploma or GED plus 2–5 years of experience as a Universal Banker or Teller, along with Microsoft Office Suite and Salesforce skills.
