Relationship Banker

val's services; Chattanooga (TN); On-site; USD 42,000 - 60,000; Full time

Job summary

val's services is seeking a Relationship Banker in Chattanooga to act as a trusted advisor. You will engage clients in consultative conversations to understand financial goals and recommend tailored solutions, promote bank products, and deepen client relationships through excellent service.

Responsibilities include outreach, identifying deposit and loan needs, providing personalized financial guidance, and referring to other banking services.

Qualifications

• High school diploma or GED.
• 2–5 years of experience as a Universal Banker or Teller.
• Proficiency with Microsoft Office and Salesforce; strong communication and sales skills.

Responsibilities

• Promote and sell bank products and services.
• Engage clients in consultative conversations to understand goals.
• Identify and fulfill deposit and loan needs and make referrals.
• Support teller transactions and onboarding of new associates.
• Ensure compliance with regulations and risk management.

Skills

Microsoft Office

Sales

Customer Service

Education

High School Diploma or GED

Tools

Salesforce

Job description

Location: On site at the specified location.

Summary: The Relationship Banker serves as a trusted advisor engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions. Responsibilities include promoting and selling bank products and services, deepening client relationships through excellent service, and supporting branch sales targets. The role involves performing moderately complex tasks related to sales, client engagement, and operational efficiency. Key duties encompass proactive client outreach, identifying and fulfilling deposit and loan needs, providing personalized financial advice, and making referrals to other banking services. The banker supports operational tasks such as assisting with teller transactions, training new associates, and ensuring compliance with regulations and risk management policies. Qualifications include a high school diploma or GED and 2-5 years of experience as a Universal Banker or Teller. Skills required are proficiency in Microsoft Office and Salesforce, excellent communication, sales, and customer service abilities. Ongoing employment depends on successful background and credit checks, and compliance with applicable regulations. The role emphasizes delivering exceptional client experiences, supporting operational procedures, and contributing to the bank’s growth objectives.