Relationship Banker

val's services; Germantown (TN); On-site; USD 42,000 - 64,000; Full time

Job summary

val's services in Germantown, TN seeks a Relationship Banker to act as a trusted advisor, guiding clients toward personalized financial solutions and banking products. You will drive growth through deposits, loans, and credit lines while delivering exceptional service and proactive outreach.

The role requires strong communication and sales skills, with compliance and operational discipline to support a broad client base. Join a team focused on relationship depth and measurable results.

Qualifications

• High school diploma or GED required.
• 2-5 years of experience as a Universal Banker or Teller preferred.
• Proficiency in Microsoft Office and Salesforce.
• Compliance with banking regulations and the S.A.F.E Mortgage Licensing Act is necessary.

Responsibilities

• Engage clients to identify financial needs and recommend tailored banking options.
• Assist clients with deposit and loan processes, opening accounts, and guiding product choices.
• Provide personalized financial advice aligned with client goals.
• Make referrals to mortgage, wealth, private banking, and business banking divisions.
• Conduct regular client outreach and support sales initiatives.
• Support operational efficiency by assisting in training, compliance, and transaction processing.

Skills

Communication skills

Sales skills

Client service

Compliance knowledge

Education

High school diploma or GED

Tools

Microsoft Office

Salesforce

Job description

Role Overview
The Relationship Banker serves as a trusted advisor, engaging clients through consultative conversations to understand their financial goals and recommend personalized solutions. They focus on driving growth by actively promoting and selling banking products, including deposits, loans, and lines of credit, while supporting overall sales targets. The role involves deepening client relationships via excellent service, proactive outreach, and referrals to other banking services.

Role Overview
The Relationship Banker serves as a trusted advisor, engaging clients through consultative conversations to understand their financial goals and recommend personalized solutions. They focus on driving growth by actively promoting and selling banking products, including deposits, loans, and lines of credit, while supporting overall sales targets. The role involves deepening client relationships via excellent service, proactive outreach, and referrals to other banking services.

Key Responsibilities

• Engage clients to identify financial needs and recommend tailored banking options.
• Assist clients with deposit and loan processes, opening accounts, and guiding product choices.
• Provide personalized financial advice aligned with client goals.
• Make referrals to mortgage, wealth, private banking, and business banking divisions.
• Conduct regular client outreach and support sales initiatives.
• Support operational efficiency by assisting in training, compliance, and transaction processing.

Qualifications & Skills
High school diploma or GED required. 2-5 years of experience as a Universal Banker or Teller preferred. Proficiency in Microsoft Office and Salesforce. No specific licenses required, but compliance with banking regulations and the S.A.F.E Mortgage Licensing Act is necessary. The role demands strong communication, sales, and client service skills, with an emphasis on compliance and operational protocols.