Job Summary
The Relationship Banker plays a crucial role in developing, overseeing, and preserving client relationships by delivering tailored financial solutions and outstanding service. This position also involves instructing clients on digital banking resources and working together with internal specialists to satisfy specific financial requirements.
Responsibilities
- Acquire, manage, and retain client relationships.
- Provide personalized financial solutions and exceptional service to clients.
- Educate clients on the use of digital banking tools.
- Collaborate with internal experts to address specialized financial needs.
Qualifications
- A minimum of one year of sales experience in retail banking or financial services.
- High school diploma or equivalent is required.
- Must obtain necessary FINRA and state licenses within 180 days of employment.
- Maintain compliance with NMLS and Dodd-Frank regulations.
