Relationship Banker: Client Growth and Advisory

Bank of Ann Arbor; Ann Arbor (MI); On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of Ann Arbor is seeking a client-focused professional to build long-term relationships with new and existing clients, both in-branch and by phone. You will understand financial needs and recommend appropriate products, while delivering superior service and maintaining accurate records of all transactions.

The role supports daily branch operations, processes client transactions efficiently, and handles money with care. A strong sales orientation and great communication are essential.

Qualifications

• Three years of experience in a new accounts or similar banking role.
• Sales orientation with ability to identify client needs and offer banking products.
• Proficient computer skills and ability to navigate bank systems.
• Excellent customer service and communication abilities with diverse clients.
• Associate's degree or equivalent education/experience.

Responsibilities

• Develops a full banking relationship with customers to review and expand their banking needs.
• Provide superior customer service by welcoming clients and addressing their product needs.
• Open and process new deposits and accounts (checking, savings, IRA, CDs).
• Accept loan applications for bank lines of credit and installment loans.
• Gather customer IDs to ensure compliant account openings and input data into the system.
• Process wire transfers, resolve debit card disputes and assist with online banking questions.
• Order checks and issue ATM and VISA cards as required.

Skills

Sales orientation

Customer service

Communication skills

Computer proficiency

Education

Associate's degree

Job description

Bank of Ann Arbor is seeking a client-focused professional to build long-term relationships with new and existing clients, both in-branch and by phone. You will understand financial needs and recommend appropriate products, while delivering superior service and maintaining accurate records of all transactions.

The role supports daily branch operations, processes client transactions efficiently, and handles money with care. A strong sales orientation and great communication are essential.