Relationship Banker

LS Solutions; Covington (LA); On-site; USD 42,000 - 66,000; Full time

Job summary

LS Solutions is seeking a Relationship Banker in Covington, LA to engage clients in consultative conversations and tailor banking solutions. You will promote bank products, deepen client relationships, and deliver exceptional service while meeting sales objectives.

The role requires strong communication skills, financial knowledge, and the ability to guide clients on deposits, loans, and referrals across banking areas. Join a team focused on compliance and high standards of client experience.

Qualifications

• High school diploma or GED. (required)
• 5+ years of relevant experience in banking/relationship roles.
• Bilingual in English and Spanish and/or Vietnamese preferred.
• Proficiency in Microsoft Office and Salesforce.
• Excellent communication, interpersonal and sales skills.
• Ability to conduct complex financial conversations and tailor advice.

Responsibilities

• Proactively engage clients to understand financial needs and recommend solutions, focusing on deposits, loans, and cross‑selling opportunities.
• Provide personalized financial advice aligned with client goals, utilizing comprehensive product knowledge.
• Identify opportunities for additional product referrals, promoting banking services such as mortgage, wealth, and business banking.
• Conduct regular outreach to clients and prospects, supporting sales growth and relationship development.
• Support a sales-driven culture by coaching colleagues on products and referrals.
• Deliver excellent client experiences, promptly resolving issues and enhancing service quality.
• Assist with operational tasks, including maintaining compliance, participating in training, and supporting audit controls.]
• CoT_job_summary_short
• job_summary_short
• contract_type
• fulltime
• location_type
• on site
• remote_scope":null,

Skills

Bilingual EN/ES

Sales skills

Communication

Interpersonal skills

Financial conversations

Education

High school diploma or GED

Tools

Microsoft Office

Salesforce

Job description

Role Overview

The Relationship Banker acts as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommend tailored banking solutions. They drive growth by actively promoting and selling bank products and services, deepening client relationships through exceptional service and personalized advice. This role involves complex assignments, including guiding clients on deposit accounts, loans, and referrals to other banking areas, while supporting overall sales objectives.

Key Responsibilities

• Proactively engage clients to understand financial needs and recommend solutions, focusing on deposits, loans, and cross‑selling opportunities.
• Provide personalized financial advice aligned with client goals, utilizing comprehensive product knowledge.
• Identify opportunities for additional product referrals, promoting banking services such as mortgage, wealth, and business banking.
• Conduct regular outreach to clients and prospects, supporting sales growth and relationship development.
• Support a sales-driven culture by coaching colleagues on products and referrals.
• Deliver excellent client experiences, promptly resolving issues and enhancing service quality.
• Assist with operational tasks, including maintaining compliance, participating in training, and supporting audit controls.

Qualifications & Skills

• High school diploma or GED; 5+ years of relevant experience.
• Preferred bilingual skills in English and Spanish and/or Vietnamese.
• Proficiency in Microsoft Office and Salesforce.
• Excellent communication, interpersonal, and sales skills.
• Ability to perform complex financial conversations and provide tailored advice.

Additional Information

No supervisory responsibilities.

Ongoing compliance with bank regulations and licensing requirements is essential, including background checks and adherence to the S.A.F.E Mortgage Licensing Act.