Relationship Banking Specialist

Vetted Solutions; Graham (NC); On-site; USD 28,000 - 40,000; Full time

Job summary

Vetted Solutions is seeking a banking sales and client service professional to provide teller and platform support, process transactions, and open accounts. The role emphasizes consultative client conversations, outbound calls, and referrals to deepen engagement.

The position includes cross-selling products, assisting with loan applications, and supporting daily operations, compliance, and onboarding of new staff. Background checks and licensing compliance may apply.

Qualifications

• High school diploma or GED is required.
• Preferred experience as a Teller.
• Background checks and licensing compliance may apply.

Responsibilities

• Provide teller and platform support to minimize wait times and ensure quality service.
• Process financial transactions and open accounts.
• Cross-sell products and assist with loan applications.
• Research and resolve client inquiries to ensure excellent client experiences.
• Assist with daily operations, compliance, risk management, and onboarding of new staff.

Skills

Customer service

Sales

Communication

Education

High school diploma or GED

Tools

Microsoft Office

10-key calculator

Coin counting

Job description

Vetted Solutions is seeking a banking sales and client service professional to provide teller and platform support, process transactions, and open accounts. The role emphasizes consultative client conversations, outbound calls, and referrals to deepen engagement.

The position includes cross-selling products, assisting with loan applications, and supporting daily operations, compliance, and onboarding of new staff. Background checks and licensing compliance may apply.