Relationship Banker

RoShay Services; Bossier City (LA); Vor Ort; USD 42.000 - 64.000; Vollzeit

Zusammenfassung

RoShay Services in Louisiana seeks a Relationship Banker to advise clients and tailor financial solutions that fit their goals. You will engage in consultative conversations, assess needs, and guide clients to deposit, loan, and wealth options.

In this role, you’ll grow relationships, provide excellent service, and collaborate with teammates to meet sales targets while ensuring compliance and risk controls are maintained.

Qualifikationen

• High school diploma or GED.
• 5+ years of relevant experience.
• Excellent interpersonal, sales, and client service skills.
• Strong knowledge of banking products and services.
• Ability to perform complex assignments, work independently, and support team goals.

Aufgaben

• Drive growth by actively promoting and selling bank products and services, including deposit accounts, loans, and lines of credit.
• Deepen client relationships through personalized financial advice, excellent service, and proactive sales efforts.
• Identify opportunities for cross-selling and refer clients to other banking services such as mortgage, wealth, and business banking.
• Conduct regular client outreach to offer tailored financial solutions and support a high-performing sales culture.
• Support client experience by assisting with transactions, resolving issues promptly, and enhancing client satisfaction.
• Assist in training and operational tasks, including compliance, risk management, and maintaining audit controls.

Kenntnisse

Interpersonal skills

Sales ability

Client service

Banking product knowledge

Independent worker

Ausbildung

High school diploma or GED

Jobbeschreibung

Role

The Relationship Banker is a trusted advisor who engages clients in consultative conversations to understand their financial goals and recommend tailored solutions.

Responsibilities

• Drive growth by actively promoting and selling bank products and services, including deposit accounts, loans, and lines of credit.
• Deepen client relationships through personalized financial advice, excellent service, and proactive sales efforts.
• Identify opportunities for cross-selling and refer clients to other banking services such as mortgage, wealth, and business banking.
• Conduct regular client outreach to offer tailored financial solutions and support a high-performing sales culture.
• Support client experience by assisting with transactions, resolving issues promptly, and enhancing client satisfaction.
• Assist in training and operational tasks, including compliance, risk management, and maintaining audit controls.

Qualifications & Skills

• High school diploma or GED.
• 5+ years of relevant experience.
• Excellent interpersonal, sales, and client service skills.
• Strong knowledge of banking products and services.
• Ability to perform complex assignments, work independently, and support team goals.

Additional Requirements

No supervisory responsibilities; compliance with bank policies and risk management standards is essential.