Relationship Banker

val's services; Woodstock (GA); On-site; USD 42,000 - 62,000; Full time

Job summary

val's services is seeking a Universal Banker/Teller who will deliver comprehensive banking services with a focus on sales and client relationship management. You will engage clients, propose tailored financial solutions, and support daily operations to ensure smooth service delivery.

Responsibilities include proactive outreach, coaching of new associates, and strict adherence to bank policies and regulatory requirements. Strong communication and Microsoft Office/Salesforce skills are essential.

Qualifications

• High school diploma or GED.
• 2-5 years of Universal Banker or Teller experience.
• Proficiency in Microsoft Office and Salesforce.
• Strong communication, customer service, and sales skills.
• Ability to perform essential job duties satisfactorily.
• Certifications/licenses such as CPA, Series 6 or 7 preferred but not required.
• Compliance with background checks and regulatory requirements, including S.A.F.E. Mortgage Licensing Act.

Responsibilities

• Sales & Business Development: Engage clients in consultative discussions to identify financial needs, recommend tailored banking solutions, and referrals to other banking lines.
• Client-Centric Advice: Provide personalized financial guidance aligned with clients' goals, enhancing satisfaction and loyalty.
• Client Outreach & Relationship Growth: Conduct proactive outreach to clients and prospects, deepen relationships, and identify opportunities for additional products and services.
• Operational Support: Support teller operations, process transactions efficiently, and assist in vault and audit procedures.
• Training & Leadership: Assist in training new associates and support a high-performance sales culture through coaching.
• Compliance & Risk Management: Ensure adherence to bank policies, regulations, internal controls, and ethical standards.
• Knowledge & Development: Attend training sessions to enhance product knowledge and service skills.

Skills

Sales experience

Customer service

Communication

Relationship management

Education

High school diploma or GED

CPA or Series 6/7 preferred

Tools

Microsoft Office

Salesforce

Job description

Role Overview:

This position involves delivering comprehensive banking services, focusing on sales, client relationship management, and operational efficiency.

Key Responsibilities

• Sales & Business Development: Engage clients in consultative discussions to identify financial needs, recommend tailored banking solutions, and make referrals to other banking lines.
• Client-Centric Advice: Provide personalized financial guidance aligned with clients' short- and long-term goals, enhancing satisfaction and loyalty.
• Client Outreach & Relationship Growth: Conduct proactive outreach to clients and prospects, deepen relationships, and identify opportunities for additional products and services.
• Operational Support: Support teller operations, process transactions efficiently, and assist in vault and audit procedures.
• Training & Leadership: Assist in training new associates and support a high-performance sales culture through coaching.
• Compliance & Risk Management: Ensure adherence to bank policies, regulations, internal controls, and ethical standards.
• Knowledge & Development: Attend training sessions to enhance product knowledge and service skills.

Qualifications & Skills

• High school diploma or GED.
• 2-5 years of experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office and Salesforce.
• Strong communication, customer service, and sales skills.
• Ability to perform essential job duties satisfactorily.
• Certifications/licenses such as CPA, Series 6 or 7 preferred but not required.
• Compliance with background checks and regulatory requirements, including S.A.F.E. Mortgage Licensing Act.

Additional Requirements

Ability to perform miscellaneous job duties, support operational tasks, and maintain operational and regulatory compliance.