Relationship Banker: Personal Finance Advisor

Confidential; Birmingham (AL); On-site; USD 42,000 - 62,000; Full time

Job summary

Confidential in Birmingham, AL is seeking a Relationship Banker to engage clients in meaningful conversations to understand financial goals and align on banking solutions. You will drive growth by actively promoting deposit accounts, loans, and referrals while delivering personalized advice and superior service.

The role involves supporting the banking center's sales goals and delivering consistent, proactive client experiences, with adherence to bank policies and risk management.

Qualifications

• High school diploma or GED required.
• 2–5 years of Universal Banker or Teller experience.
• Proficiency with Microsoft Office and Salesforce.

Responsibilities

• Engage clients in consultative conversations to promote banking solutions.
• Identify and fulfill deposit and loan needs for clients.
• Provide personalized financial advice aligned with client goals.
• Refer clients to mortgage, wealth, or business banking as appropriate.
• Conduct regular client outreach to offer tailored solutions.
• Support teller line to minimize customer wait times.

Skills

Sales experience

Customer service

Communication skills

Relationship management

Education

HS diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

Confidential in Birmingham, AL is seeking a Relationship Banker to engage clients in meaningful conversations to understand financial goals and align on banking solutions. You will drive growth by actively promoting deposit accounts, loans, and referrals while delivering personalized advice and superior service.

The role involves supporting the banking center's sales goals and delivering consistent, proactive client experiences, with adherence to bank policies and risk management.