Relationship Banker

RoShay Services; Cullman (AL); Presencial; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

RoShay Services is seeking a Relationship Banker to engage clients in consultative conversations, understand financial goals, and recommend tailored solutions. The role focuses on promoting bank products and deepening client relationships through excellent service and proactive sales efforts.

Responsibilities include needs assessment, guiding deposit and loan options, referrals, and supporting sales initiatives while ensuring regulatory compliance and risk management.

Formación

• High school diploma or GED required.
• 2–5 years of Universal Banker or Teller experience.
• Proficiency in Microsoft Office and Salesforce.
• Strong sales, customer service, and financial advisory skills; compliance with banking standards.

Responsabilidades

• Engage clients through consultative conversations to understand financial goals and tailor solutions.
• Promote and sell bank products and services to deepen client relationships.
• Perform needs assessment, guide deposit and loan options, and make referrals.
• Support sales initiatives, client outreach, and operational efficiency while ensuring compliance and risk management.

Conocimientos

Sales skills

Customer service

Financial advising

Operational knowledge

Compliance

Educación

High school diploma or GED

Herramientas

Microsoft Office

Salesforce

Descripción del empleo

Location: On site at location listed in job posting.

Schedule: Monday - Friday, 8:00AM - 5:00PM

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

Responsibilities include promoting and selling bank products and services to deepen client relationships through excellent service, personalized advice, and proactive sales efforts.

This role involves performing moderately complex tasks such as client needs assessment, guiding deposit and loan options, making referrals, and supporting sales initiatives.

Key duties encompass client outreach, supporting operational efficiency, compliance with banking regulations, and risk management.

Qualifications include a high school diploma or GED and 2-5 years of experience as a Universal Banker or Teller.

Proficiency in Microsoft Office and Salesforce is required.

Essential skills involve sales techniques, customer service, financial advising, operational knowledge, and adherence to compliance standards.

The role may require background checks and compliance with the S.A.F.E Mortgage Licensing Act of 2008.