Relationship Banking Specialist

First Bank Richmond; Troy (OH); On-site; USD 21,000 - 32,000; Full time

Job summary

First Bank Richmond is seeking a Universal Banker to provide comprehensive banking services to consumer and commercial clients. The role blends teller transactions with relationship-based sales, ensuring a seamless customer experience across service channels.

Candidates will engage customers in financial conversations, identify needs, and recommend appropriate products while maintaining policy compliance and accurate transaction processing.

Qualifications

• Deliver exceptional service to both consumer and commercial clients in person and via phone.
• Build and deepen customer relationships by understanding financial needs and goals.
• Conduct needs-based conversations and provide tailored banking solutions.
• Resolve customer issues promptly and elevate complex concerns as appropriate.

Responsibilities

• Recommend and open new consumer and business accounts (checking, savings, lending, treasury services).
• Cross-sell bank products and services aligned with customer needs.
• Support onboarding of new customers, including follow-up and relationship expansion.
• Identify referral opportunities for specialized services (commercial lending, wealth, mortgage, etc.).
• Process deposits, withdrawals, payments, and other teller transactions accurately.

Skills

Customer service

Relationship management

Needs-based selling

Cross-selling

Communication skills

Job description

First Bank Richmond is seeking a Universal Banker to provide comprehensive banking services to consumer and commercial clients. The role blends teller transactions with relationship-based sales, ensuring a seamless customer experience across service channels.

Candidates will engage customers in financial conversations, identify needs, and recommend appropriate products while maintaining policy compliance and accurate transaction processing.