Relationship Banker: Grow Client Relationships & Solutions

vnbcareers; Fort Myers (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

vnbcareers in Fort Myers, FL is seeking a customer-focused banking professional to grow relationships, cross-sell products, and deliver exceptional service.

You will conduct financial needs assessments, open new accounts (checking, savings, CDs, IRAs) and discuss online banking and loans. Strong communication and cash handling skills are required, with a focus on accuracy and compliance.

Qualifications

• Excellent communication, both verbal and written, with customers.
• Strong customer service, interpersonal, and problem-solving abilities.
• Ability to make on-the-spot decisions regarding transactions while managing risk.

Responsibilities

• Grow existing customer relationships and acquire new ones through sales and cross-selling.
• Deliver exceptional service aligned with the bank's mission.
• Open new accounts (checking, savings, CDs, IRAs) and discuss loan products.
• Educate customers about online and mobile banking options.
• Assist management in coaching branch staff and overseeing referrals.
• Handle transactions, balance cash drawer, and operate teller equipment.
• Maintain compliance with policies and CRA initiatives and report issues to management.

Skills

Excellent verbal and written comm.

Customer service skills

Interpersonal skills

Analytical problem solving

Decision making

Multi-project management

Proficient computer skills

Cash handling

Bank product knowledge

Education

High School Diploma or GED

Associate or Bachelor's degree in accounting/finance/economics

Tools

FIS/IBS

Job description

vnbcareers in Fort Myers, FL is seeking a customer-focused banking professional to grow relationships, cross-sell products, and deliver exceptional service.

You will conduct financial needs assessments, open new accounts (checking, savings, CDs, IRAs) and discuss online banking and loans. Strong communication and cash handling skills are required, with a focus on accuracy and compliance.