Relationship Banking Specialist

C&F Bank

Virginia, Northern (IL, KY)

Hybrid

USD 33,000 - 45,000

Full time

14 days+
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Job summary

C&F Bank is seeking a Service Representative to manage and deepen banking relationships with customers. The role emphasizes proactive outreach, relationship reviews, and cross-team collaboration to deliver tailored financial solutions.

Responsibilities include handling branch transactions, acquiring new customers through referrals and prospecting, and participating in community networking to grow the customer base. Travel to branches is required as part of staffing needs.

Qualifications

  • High school diploma or GED.
  • One year of teller or cash handling experience.
  • One year of customer relationship building or sales experience.
  • One year or more of branch banking experience (preferred).
  • Experience with sourcing and prospecting for new clients and relationship building (preferred).

Responsibilities

  • Manage and retain meaningful relationships with customers.
  • Respond to expressed needs and lead relationship reviews (phone/in-person).
  • Acquire new customer relationships by referrals and prospecting.
  • Reference and coordinate with mortgage, wealth management, and treasury teams as needed.
  • Drive branch performance and customer experience through proactive outreach and sales referrals.
  • Support daily operations and engage customers to deepen relationships.

Skills

Customer relationship building
Communication skills
Interpersonal skills
Microsoft Office

Education

High school diploma or GED

Tools

Microsoft Office

Job description

C&F Bank is seeking a Service Representative to manage and deepen banking relationships with customers. The role emphasizes proactive outreach, relationship reviews, and cross-team collaboration to deliver tailored financial solutions.

Responsibilities include handling branch transactions, acquiring new customers through referrals and prospecting, and participating in community networking to grow the customer base. Travel to branches is required as part of staffing needs.

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