Relationship Banker

val's services; Granite Falls (NC); On-site; USD 35,000 - 50,000; Full time

Job summary

val's services is seeking a Universal Banker to engage clients through personalized financial consultations, assessing their deposit and lending needs and offering tailored banking solutions. You will contribute to a high-performing sales culture while delivering exceptional customer service in a banking environment.

The role emphasizes growth, regulatory compliance, and teamwork, with responsibilities including transactions support, training new associates, and staying informed on product

Qualifications

• Requires a high school diploma or GED and 2–5 years of Universal Banker or Teller experience.
• Proficiency in Microsoft Office and Salesforce preferred.
• Strong communication, sales and client service skills; regulatory compliance awareness.

Responsibilities

• Engage clients through personalized financial consultations and referrals.
• Identify and fulfill client deposit and borrowing needs.
• Deliver exceptional client experiences and resolve issues promptly.
• Support operational tasks, including transactions, training, and compliance.
• Assist in promoting sales and product knowledge through meetings.

Skills

Communication

Sales

Customer service

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

Role Overview:

This position involves engaging clients through proactive, consultative sales to understand their financial needs and recommend personalized banking solutions, including deposit accounts, loans, and lines of credit. The role emphasizes growth, client-centric financial advice, and identifying referral opportunities across banking services. It includes conducting regular client outreach, supporting a high-performing sales culture, and providing excellent customer service. The role also encompasses supporting operational efficiency by assisting with transactions, training new associates, and ensuring compliance with regulations and internal controls.

Qualifications & Skills:

Requires a high school diploma or GED, with 2-5 years of experience as a Universal Banker or Teller. Proficiency in Microsoft Office Suite and Salesforce is preferred. No specific licenses are required, but compliance with background checks and regulations such as the S.A.F.E. Act is necessary. Strong communication, sales, and client service skills are essential.

Key Responsibilities

• Engage clients through personalized financial consultations and referrals
• Identify and fulfill client deposit and borrowing needs
• Deliver exceptional client experiences and resolve issues promptly
• Support operational tasks, including transactions, training, and compliance
• Assist in promoting sales and product knowledge through meetings