12+ months retail banking or consultative sales experience
High school diploma or equivalent education required
As a Relationship Banker, you serve as a trusted advisor to customers by understanding their financial needs and providing tailored solutions for banking, lending, and investment products
Job Summary
As a Relationship Banker, you serve as a trusted advisor to customers by understanding their financial needs and providing tailored solutions for banking, lending, and investment products.
You will actively promote and cross-sell various banking products to existing and prospective customers while proactively prospecting for new clients through networking and referrals.
The role requires fostering customer loyalty by addressing concerns, delivering personalized service, and ensuring compliance with all regulatory requirements and internal risk policies.
Matching Summary
As a Relationship Banker, you serve as a trusted advisor to customers by understanding their financial needs and providing tailored solutions for banking, lending, and investment products.
Salary
Base: $38,250.00 - $61,000.00 USD annually; Bonus/Equity: Not specified; Benefits: Comprehensive rewards package including health and well-being support
Skills & Requirements
Must-have
3+ years selling in incentive-based environment
12+ months retail banking or consultative sales experience
High school diploma or equivalent education required
District Executive endorsement of performance
12+ months customer service in high volume environment
Nice-to-have
Bachelor's degree in Business Management or Finance