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, and provides personalized financial advice. The role also supports client service, transaction processing, sales coaching, compliance, vault and audit controls, and on-the-job training. 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.
