Relationship Banker

LS Solutions; Rocky Mount (VA); On-site; USD 35,000 - 55,000; Full time

Job summary

LS Solutions is seeking a services-focused Universal Banker to engage clients with consultative sales, understand financial needs, and recommend banking solutions such as deposit accounts and loans. The role emphasizes proactive identification of client needs while supporting account openings and loan applications.

Responsibilities include delivering exceptional client experiences, coaching colleagues, maintaining regulatory compliance, and providing operational support through meetings and

Qualifications

• Requires strong communication and sales skills to identify client needs and present banking solutions.
• Experience in consultative sales and ability to coach peers.

Responsibilities

• Identify client deposit and borrowing needs and facilitate account openings and loan applications.
• Deliver exceptional client experience by reducing wait times and resolving issues promptly.
• Ensure compliance with bank policies and internal controls.
• Support meetings, trainings, vault duties, and stay updated on operational changes.

Skills

Consultative selling

Client service

Relationship building

Education

High school diploma or GED

Tools

Microsoft Office

Salesforce

Job description

Role Overview

This position involves engaging clients through consultative sales, understanding their financial needs, and recommending banking solutions such as deposit accounts and loans.

• Sales & Business Development: Proactively identify client deposit and borrowing needs, facilitate account openings and loan applications, and support a high-performance sales culture by coaching colleagues.
• Client Experience: Deliver exceptional service by minimizing wait times, resolving issues promptly, and enhancing knowledge through ongoing training.
• Compliance & Risk Management: Adhere to bank policies, regulations, and internal controls to ensure operational integrity.
• Operational Support: Assist with meetings, training, vault responsibilities, and stay informed of operational updates.

Qualifications

• High school diploma or GED, with 2-5 years of experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office and Salesforce is required.
• No specific licenses are mandated, but background checks and compliance with regulations are necessary.