Relationship Banker

RoShay Services; La Vergne (TN); On-site; USD 42,000 - 62,000; Full time

Job summary

RoShay Services is seeking a Relationship Banker to engage clients in consultative conversations, understand financial goals, and tailor suitable solutions.

You will promote bank products, deepen client relationships through excellent service, and support sales objectives while ensuring compliance with policies and regulations.

Qualifications

• High school diploma or GED.
• 2-5 years of experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office and Salesforce.
• Ability to perform essential duties.

Responsibilities

• Promote and sell bank products.
• Deepen client relationships via excellent service.
• Identify client needs for deposits and loans.
• Provide personalized financial advice and referrals to other banking services.
• Support teller processing and operational efficiency.
• Assist with training new associates and ensure regulatory compliance.

Skills

Consultative selling

Relationship building

Financial product knowledge

Client outreach

Education

High school diploma or GED

Tools

Microsoft Office

Salesforce

Job description

Role Overview

The Relationship Banker acts as a trusted advisor, engaging clients through consultative conversations to understand their financial goals and recommend tailored solutions.

Key responsibilities include promoting and selling bank products, deepening client relationships via excellent service, and supporting sales objectives.

This role involves performing moderately complex tasks such as proactive sales engagement, identifying client needs for deposits and loans, providing personalized financial advice, and making appropriate referrals to other banking services.

Additional duties encompass supporting operational functions like teller processing, assisting with training new associates, ensuring compliance with bank policies and regulations, and maintaining operational efficiency.

The position requires supporting a high-performing sales culture, conducting regular client outreach, and contributing to client experience excellence.

Qualifications include a high school diploma or GED, 2-5 years of experience as a Universal Banker or Teller, proficiency in Microsoft Office and Salesforce, and the ability to perform essential duties satisfactorily.

The role demands compliance with banking regulations, internal controls, and ethical standards, along with background credit checks and adherence to the S.A.F.E Mortgage Licensing Act.