Relationship Banker

LS Solutions; Boone (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

LS Solutions seeks a banking professional focused on sales, business development, and delivering exceptional client experiences. The role emphasizes consultative conversations to identify financial needs and tailor banking solutions, including deposits and loans, with referrals to related services.

Responsibilities include outreach, sales support, and coaching teammates to foster a high-performance culture, while ensuring adherence to regulatory and internal policies in a busy banking

Qualifications

• High school diploma or GED required.
• 2-5 years of experience as a Universal Banker or Teller preferred.
• Proficiency in Microsoft Office Suite and Salesforce is essential.
• No specific licenses required, but background checks and compliance with financial regulations are necessary.

Responsibilities

• Engage clients through consultative conversations to identify financial needs and recommend tailored banking solutions.
• Provide personalized financial advice and guide clients through product options, including referrals to mortgage, wealth, and business banking.
• Conduct regular outreach to clients and prospects, support sales initiatives, and coach team members to foster a high-performance sales culture.
• Support teller operations to minimize wait times and ensure excellent service.
• Adhere to banking regulations, internal policies, and risk management procedures, and participate in training to enhance product knowledge and efficiency.

Skills

Consultative selling

Client relationship building

Regulatory compliance

Education

High school diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

Role Overview:

This position focuses on sales, business development, and delivering exceptional client experiences in a banking environment.

Key Responsibilities:

Engage clients through consultative conversations to identify financial needs and recommend tailored banking solutions, including deposit accounts and loans. Actively seek opportunities to deepen client relationships by providing personalized financial advice, guiding clients through product options, and making referrals to other banking services such as mortgage, wealth, and business banking. Conduct regular outreach to clients and prospects, support sales initiatives, and coach team members to foster a high-performance sales culture.

Client Experience & Compliance:

Support teller operations to minimize wait times, ensure excellent service, and resolve issues promptly. Adhere to banking regulations, internal policies, and risk management procedures, participating in training to enhance product knowledge and operational efficiency.

Qualifications & Skills:

High school diploma or GED required; 2-5 years of experience as a Universal Banker or Teller preferred. Proficiency in Microsoft Office Suite and Salesforce is essential. No specific licenses are required, but background checks and compliance with financial regulations are necessary.

Additional Info:

No supervisory duties. The role emphasizes relationship-building, sales support, operational efficiency, and compliance, contributing to overall client satisfaction and bank performance.