Relationship Banker: Client Growth & Banking Expert

Burke & Herbert Bank & Trust; Reston (VA); On-site; USD 28,000 - 30,000; Full time

Job summary

Burke & Herbert Bank & Trust is seeking a Relationship Banker in Reston, VA to open accounts, take loan applications, and refer clients to specialists. This client‑facing role emphasizes Service Beyond Expectations and cross-selling opportunities within the bank’s product lines.

The position requires a high school diploma and prior retail banking or customer service experience. Expected duties include teller tasks and ensuring accurate account management and client onboarding.

Qualifications

• High School diploma or equivalent required.
• Prior retail banking experience preferred.
• Prior customer service experience preferred.

Responsibilities

• Perform a broad variety of account opening and customer services.
• Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits.
• Identifying and completing referrals to other Lines of Business including Mortgage, Investments, Cash Management, Commercial Loans and Insurance.
• Ability to identify and cross-sell next bank services and products.
• Assist clients with account maintenance, online and mobile products, wire transfers, debit cards, and overdraft assistance.
• Organize sales tracking, plans, follow up calls, client onboarding and client retention.

Skills

Sales and service

Goal oriented

Team player

Interpersonal skills

Notary and NMLS

Education

High School diploma or equivalent

Job description

Burke & Herbert Bank & Trust is seeking a Relationship Banker in Reston, VA to open accounts, take loan applications, and refer clients to specialists. This client‑facing role emphasizes Service Beyond Expectations and cross-selling opportunities within the bank’s product lines.

The position requires a high school diploma and prior retail banking or customer service experience. Expected duties include teller tasks and ensuring accurate account management and client onboarding.