Relationship Banker

RoShay Services; Chattanooga (TN); On-site; USD 36,000 - 60,000; Full time

Job summary

RoShay Services is seeking a Relationship Banker to serve as a trusted advisor, engaging clients in consultative conversations to understand financial goals and offer tailored solutions. In this role, you will promote bank products, deepen client relationships, conduct outreach, and guide clients through deposits and loans while maintaining exceptional service and compliance with regulatory requirements.

The position calls for 2–5 years of universal banking or teller experience, and proficiency

Qualifications

• High school diploma or GED.
• 2-5 years experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office Suite and Salesforce.
• Strong communication, sales, and customer service skills.
• Knowledge of bank products, compliance standards, and risk management.

Responsibilities

• Promote and sell bank products and services to drive growth.
• Deepen client relationships through personalized advice, excellent service, and proactive sales.
• Conduct regular outreach to clients and prospects, identifying opportunities for additional products and services.
• Support sales and business development by guiding clients through deposit and loan options, and making referrals to other banking lines.
• Provide outstanding client experience by resolving issues promptly and supporting teller operations.
• Assist in training new associates, ensure compliance with regulations, policies, and risk management standards, and maintain operational efficiency.

Skills

Communication

Sales

Customer service

MS Office / Salesforce

Education

High school diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

Role Overview

The Relationship Banker serves as a trusted advisor engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions.

Key Responsibilities

• Promote and sell bank products and services to drive growth.
• Deepen client relationships through personalized advice, excellent service, and proactive sales.
• Conduct regular outreach to clients and prospects, identifying opportunities for additional products and services.
• Support sales and business development by guiding clients through deposit and loan options, and making referrals to other banking lines.
• Provide outstanding client experience by resolving issues promptly and supporting teller operations.
• Assist in training new associates, ensure compliance with regulations, policies, and risk management standards, and maintain operational efficiency.

Qualifications & Skills

• High school diploma or GED.
• 2-5 years experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office Suite and Salesforce.
• Ability to perform essential duties satisfactorily.
• Strong communication, sales, and customer service skills.
• Knowledge of bank products, compliance standards, and risk management.

Additional Requirements

Successful candidates will undergo background and credit checks and must comply with the S.A.F.E Mortgage Licensing Act of 2008 and related regulations.