Relationship Banker

Tharp Consulting; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Tharp Consulting in Houston, TX is seeking a Relationship Banker to serve as a trusted advisor, engaging clients in consultative discussions to understand financial goals and tailor personalized banking solutions. You will promote deposits, loans, and referrals to other services, drive growth, and deepen client relationships through exceptional service and tailored guidance.

The role requires strong sales, communication, and client service skills, with 5+ years of experience and a high school

Qualifications

• High school diploma or GED required.
• 5+ years of relevant experience.
• Strong sales, communication, and client service skills.
• Knowledge of banking products and financial advice.
• Ability to perform complex duties and support operational procedures.

Responsibilities

• Conduct proactive client outreach to identify needs and recommend banking solutions.
• Assist clients with deposit accounts, loan applications, and financial guidance.
• Make referrals to mortgage, wealth, and business banking services.
• Support sales initiatives and coach team members to foster a high-performance culture.
• Ensure exceptional client experience by resolving issues promptly and maintaining operational efficiency.
• Maintain compliance with regulations, policies, and internal controls.
• Participate in training, meetings, and operational duties to ensure adherence to standards.

Skills

Sales experience

Client service

Communication

Knowledge of banking products

Financial advice

Operational procedures

Education

High school diploma or GED

Job description

Role Overview

The Relationship Banker is a trusted advisor responsible for engaging clients in consultative discussions to understand their financial goals and recommend personalized solutions. They actively promote and sell banking products, including deposits, loans, and referrals to other services, driving growth and deepening client relationships through excellent service and tailored advice.

Key Responsibilities

• Conduct proactive client outreach to identify needs and recommend appropriate banking solutions.
• Assist clients with deposit accounts, loan applications, and financial guidance aligned with their goals.
• Make referrals to other bank services such as mortgage, wealth, and business banking.
• Support sales initiatives and coach team members to foster a high-performance culture.
• Ensure exceptional client experience by resolving issues promptly and maintaining operational efficiency.
• Maintain compliance with all regulations, policies, and internal controls.
• Participate in training, meetings, and operational duties to ensure adherence to standards.

Qualifications & Skills

• High school diploma or GED
• 5+ years of relevant experience
• Strong sales, communication, and client service skills
• Knowledge of banking products and financial advice
• Ability to perform complex duties and support operational procedures