Relationship Banker

Relationship Banker

The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks.

Essential Duties and Responsibilities :

• Proactive Sales Engagement : Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
• Growth Focus : Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
• Client-Centric Financial Advice : Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
• Referrals : Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
• Proactive Client Outreach : Conduct regular calls to clients and prospects to offer tailored financial solutions.
• Sales Leadership : Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.

Client Experience :

Compliance and Risk Management :

Operational Efficiency :

Perform all other job related duties as assigned.

Qualifications :

Computer and Office Equipment Skills :

DeGarmo Behavioral Assessment Requirement :

Benefit Highlights :