Relationship Banker

Tharp Consulting; Boone (NC); Sur place; USD 42 000 - 54 000; Plein temps

Résumé du poste

Tharp Consulting seeks a client-focused Universal Banker to engage customers with consultative sales, recommending deposit accounts, loans and lines of credit to meet financial goals. You will build lasting relationships by guiding clients through options, delivering exceptional service, and maintaining regulatory compliance while supporting daily operations.

The role emphasizes strong interpersonal and sales skills, proficiency in Salesforce and Microsoft Office, and adherence to banking

Qualifications

• High school diploma or GED required.
• 2–5 years of Universal Banker or Teller experience.
• Proficient with Microsoft Office and Salesforce.
• Strong interpersonal and sales skills; compliance mindset.

Responsabilités

• Identify client needs and guide through deposit and loan options.
• Support transaction processing and resolve client issues.
• Promote product knowledge and participate in ongoing training.
• Adhere to banking regulations and internal controls; assist with operations.

Connaissances

Interpersonal skills

Sales experience

Compliance mindset

Formation

High school diploma or GED

Outils

Salesforce

Microsoft Office

Description du poste

Role Overview: This position involves engaging clients through consultative sales to understand their financial needs and recommend tailored banking solutions, including deposit accounts, loans, and lines of credit.
Key Responsibilities

• Sales & Business Development: Proactively identify client needs, guide them through deposit and loan options, and refer to other banking services to deepen relationships.
• Client Experience: Deliver exceptional service by supporting transaction processing, resolving issues promptly, and enhancing product knowledge through ongoing training.
• Compliance & Operations: Adhere to banking regulations, policies, and internal controls, assist with operational duties, and participate in meetings to promote sales and service excellence.
  

Qualifications & Skills: High school diploma or GED, with 2-5 years of experience as a Universal Banker or Teller. Proficiency in Microsoft Office Suite and Salesforce is preferred.
Additional Information: No supervisory responsibilities; strong interpersonal, sales, and compliance skills are essential for success in this role.