Relationship Banker

val's services; New Orleans (LA); On-site; USD 45,000 - 65,000; Full time

Job summary

val's services in New Orleans is seeking a Relationship Banker to engage clients through consultative conversations, identify financial goals, and tailor solutions.

The role emphasizes sales targets, cross-selling opportunities, and delivering exceptional client service while adhering to regulatory standards.

Qualifications

• Candidate has a high school diploma or GED and meets basic financial-services qualifications.
• Requires 2–5 years of experience as a Universal Banker or Teller.
• Proficiency with Microsoft Office and Salesforce is expected.
• Strong sales, communication, and interpersonal skills are required.
• Ability to perform moderately complex tasks and stay compliant with regulations.

Responsibilities

• Identify client needs for deposits, loans, and referrals to core banking services.
• Provide consultative, client-centric financial guidance to improve satisfaction.
• Deepen relationships through cross-selling mortgage, wealth, and business banking referrals.
• Deliver excellent customer service and resolve issues promptly.
• Support operations, meetings, trainings, and ensure adherence to policies and risk standards.

Skills

Sales experience

Client communication

Interpersonal skills

Regulatory compliance

Microsoft Office

Salesforce

Education

High school diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

Role Overview

The Relationship Banker is a trusted advisor responsible for engaging clients through consultative conversations to understand their financial goals and recommend tailored solutions.

Key Responsibilities

• Sales and Business Development: Proactively identify client needs for deposits, loans, and referrals to other banking services, supporting growth and meeting sales targets.
• Client-Centric Financial Advice: Provide personalized financial guidance, leveraging product knowledge to enhance client satisfaction and loyalty.
• Relationship Deepening: Recognize opportunities for cross-selling, making referrals to mortgage, wealth, and business banking teams, and conducting regular outreach.
• Customer Service: Deliver excellent service, minimize wait times, and resolve client issues promptly.
• Operational and Compliance Support: Assist with banking transactions, participate in meetings, support training, and ensure adherence to policies, regulations, and risk management standards.

Qualifications & Skills

• High school diploma or GED
• 2-5 years of experience as a Universal Banker or Teller
• Proficiency with Microsoft Office Suite and Salesforce
• Strong sales, communication, and interpersonal skills
• Ability to perform moderately complex tasks and maintain compliance with regulations

This role requires a commitment to excellent client service, proactive sales efforts, and adherence to operational and regulatory standards.