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, training, and operational controls. It requires a high school diploma or GED and 2–5 years of experience as a Universal Banker or Teller, with Microsoft Office Suite and Salesforce skills; no supervisory responsibilities are assigned.
