Relationship Banker

RoShay Services; Sulphur (LA); On-site; USD 42,000 - 64,000; Full time

Job summary

RoShay Services in Sulphur, LA seeks a Relationship Banker to engage clients in consultative conversations, understand financial goals, and recommend personalized banking solutions.

The role drives growth through deposits, loans, and referrals; delivers tailored advice, supports outreach, and promotes a high-performance sales culture while ensuring compliance and operational excellence.

Qualifications

• High school diploma or GED with 5+ years of experience.
• Bilingual skills in English and Spanish and/or Vietnamese are preferred.
• Proficiency in Microsoft Office and Salesforce is desired.
• No specific licenses are required, but adherence to regulatory requirements is essential.

Responsibilities

• Drive growth through proactive sales of deposit accounts, loans, and referrals to other banking services.
• Provide tailored financial advice to deepen client relationships and enhance satisfaction.
• Support client outreach efforts and promote a high-performance sales culture.
• Deliver excellent client service by efficiently handling transactions and resolving issues.
• Ensure compliance with banking policies, regulations, and risk management standards.
• Assist in operational tasks, training, and maintaining audit controls.

Skills

Customer Engagement

Relationship Building

Sales Awareness

Education

High School Diploma or GED

Tools

Microsoft Office

Salesforce

Job description

Role Summary:

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

Key Responsibilities:

• Drive growth through proactive sales of deposit accounts, loans, and referrals to other banking services.


• Provide tailored financial advice to deepen client relationships and enhance satisfaction.


• Support client outreach efforts and promote a high-performance sales culture.


• Deliver excellent client service by efficiently handling transactions and resolving issues.


• Ensure compliance with banking policies, regulations, and risk management standards.


• Assist in operational tasks, training, and maintaining audit controls.

Qualifications & Skills:

High school diploma or GED with 5+ years of experience; bilingual skills in English and Spanish and/or Vietnamese are preferred. Proficiency in Microsoft Office and Salesforce is desired. No specific licenses are required, but adherence to regulatory requirements is essential.

Note: This role does not supervise staff and focuses on client engagement, sales, service excellence, and operational compliance.