As a Relationship Banker, you serve as a trusted advisor focusing on building strong, long-lasting relationships by understanding customers' financial needs
Job Summary
As a Relationship Banker, you serve as a trusted advisor focusing on building strong, long-lasting relationships by understanding customers' financial needs.
You will actively promote and effectively cross-sell various banking products while proactively prospecting for new clients through networking and referrals.
The role requires ensuring compliance with regulatory requirements and delivering an elevated, personalized customer experience across all channels.
Matching Summary
As a Relationship Banker, you serve as a trusted advisor focusing on building strong, long-lasting relationships by understanding customers' financial needs.
Salary
Base: $38,250.00 - $61,000.00 USD annually; Bonus/Equity: Not specified; Benefits: Competitive rewards package including health and well-being support
Skills & Requirements
Must-have
3+ years incentive-based sales experience
12+ months retail banking sales experience
Proven track record in cross-selling products
Ability to work weekends and evenings
Strong consultative communication skills
Nice-to-have
Bachelor's degree in Finance or Business
Experience with Microsoft Office products
Established work history in financial services
Passion for helping others and customer loyalty
Key Requirements
High school diploma or GED required
3+ years selling products in incentive-based environment
District Executive endorsement of performance required
12+ months customer service in high-volume environment