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Relationship Banker

Peoples National Bank, N.A.

Salem (IL)

On-site

USD 60,000 - 80,000

Full time

19 days ago

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Job summary

A prominent bank seeks a Relationship Banker to foster client relationships and provide personalized banking solutions. This role includes managing client accounts, ensuring satisfaction, and contributing to the bank's growth through cross-selling. The ideal candidate will have strong communication skills and banking experience.

Benefits

Medical Dental and Vision Insurance
Life and AD&D Insurance
Long Term Disability
AirEvac Membership
401k & Company Match
Invest in Company Stock
Discretionary Bonus

Qualifications

  • Previous experience in customer service or sales role, preferably in banking.
  • Strong communication and interpersonal skills.

Responsibilities

  • Engage with clients to understand their financial needs.
  • Manage client accounts and transactions.
  • Identify opportunities for cross-selling bank products.

Skills

Communication
Interpersonal Skills
Sales Skills
Problem-Solving

Education

High school diploma or equivalent

Tools

Banking software

Job description

2 days ago Be among the first 25 applicants

As a Relationship Banker, you will play a crucial role in fostering and maintaining strong relationships with our clients, ensuring their financial needs are met with personalized service. Your primary objective will be to understand each client's unique financial situation and provide tailored banking solutions that enhance their overall banking experience. You will be responsible for identifying opportunities to cross-sell products and services, thereby contributing to the growth of the bank's portfolio. Additionally, you will assist clients with account management, transactions, and inquiries, ensuring a seamless banking experience. Ultimately, your success in this role will be measured by client satisfaction, retention, and the achievement of sales targets.

Minimum Qualifications:

  • High school diploma or equivalent;
  • Previous experience in a customer service or sales role, preferably in the banking industry.
  • Strong communication and interpersonal skills to effectively engage with clients.

Preferred Qualifications:

  • Experience with financial products and services, including loans, mortgages, and investment options.
  • Proficiency in banking software and technology.

Responsibilities:

  • Engage with clients to understand their financial needs and provide appropriate banking solutions.
  • Manage client accounts, including opening new accounts, processing transactions, and addressing inquiries.
  • Identify opportunities for cross-selling bank products and services to enhance client relationships.
  • Conduct regular follow-ups with clients to ensure satisfaction and address any concerns.
  • Stay informed about banking regulations and industry trends to provide accurate information to clients.

Skills:

The required skills for this role include strong communication and interpersonal abilities, which are essential for building rapport with clients and understanding their financial needs. Sales skills will be utilized daily to identify opportunities for cross-selling products, ensuring that clients receive comprehensive banking solutions. Problem-solving skills will come into play when addressing client inquiries and resolving issues efficiently. Additionally, familiarity with banking regulations and financial products will enable you to provide accurate and relevant information to clients. Preferred skills, such as proficiency in banking software, will enhance your efficiency in managing client accounts and transactions.

We offer a generous benefits package, including:

  • Medical Dental and Vision Insurance
  • Life and AD&D Insurance
  • Long Term Disability
  • AirEvac Membership
  • 401k & Company Match
  • Invest in Company Stock
  • Discretionary Bonus

Peoples National Bank is an Equal Opportunity Employer.

Compensation details: 18-19 Hourly Wage

Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Finance and Sales
  • Industries
    Banking

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