Relationship Banker

High school diploma, GED or equivalent education: Business Management, Finance, or equivalent field. – Required.
3+ Years Experience selling products and/or services in an incentive-based environment – Required.
12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results – Required.
12+ Months Customer service experience within a high volume, fast paced and constantly changing environment – Required.

Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement.
Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
Foster customer loyalty by addressing concerns and providing timely resolutions.
Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
Collaborate with team members and partners to achieve branch goals and drive overall performance.

Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Preferred experience in Microsoft Office products.