Relationship Banker

RoShay Services; Winston-Salem (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

RoShay Services in Winston-Salem, NC is seeking a Relationship Banker to engage clients in consultative conversations, understand financial goals, and recommend tailored solutions.

The role emphasizes proactive sales of deposits, loans, lines of credit, and referrals to other banking services, while delivering personalized financial advice and maintaining strong client loyalty. Compliance and training duties are also included.

Qualifications

• High school diploma or GED.
• 2–5 years of banking experience.
• Proficiency in Microsoft Office and Salesforce.
• Ability to perform moderate to complex tasks.

Responsibilities

• Drive growth through proactive sales of deposit accounts, loans, lines of credit, and referrals to other banking services.
• Provide personalized financial advice aligned with client goals, enhancing satisfaction and loyalty.
• Support client relationships by conducting outreach, fulfilling needs, and supporting sales initiatives.
• Deliver excellent service by supporting teller operations, resolving client issues promptly, and attending training to deepen product knowledge.
• Ensure compliance with banking regulations, policies, and internal controls.
• Assist with operational tasks, including training new associates and participating in sales and service meetings.

Skills

Microsoft Office

Salesforce

Banking experience

Education

High school diploma or GED

Tools

Microsoft Office

Salesforce

Job description

Role Overview:

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

Key Responsibilities:

• Drive growth through proactive sales of deposit accounts, loans, lines of credit, and referrals to other banking services.
• Provide personalized financial advice aligned with client goals, enhancing satisfaction and loyalty.
• Support client relationships by conducting outreach, fulfilling needs, and supporting sales initiatives.
• Deliver excellent service by supporting teller operations, resolving client issues promptly, and attending training to deepen product knowledge.
• Ensure compliance with banking regulations, policies, and internal controls.
• Assist with operational tasks, including training new associates and participating in sales and service meetings.

Qualifications & Skills:

High school diploma or GED; 2-5 years of banking experience; proficiency in Microsoft Office and Salesforce; ability to perform moderate to complex tasks.

Additional Info:

No supervisory responsibilities; background checks and regulatory compliance required. The role involves minimal physical demands and operates in a standard banking environment.