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Senior Relationship Banker

Job Summary

 The Senior Relationship Banker is a trusted financial advisor who engages clients in meaningful conversations to understand their goals and provide tailored banking solutions. This role focuses on growing relationships through proactive sales, personalized service, and deep product knowledge. It handles complex client needs while supporting the banking center’s overall sales, service, and operational objectives. 

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Essential Duties & Responsibilities:

  • Engage clients to assess needs and recommend deposit, lending, and referral solutions.
  • Open accounts, process loan applications, and provide personalized financial advice.
  • Identify cross-sell opportunities and refer to bank partners (mortgage, wealth, business banking).
  • Maintain proactive client outreach and relationship building.
  • Support teller line as needed and resolve client issues promptly.
  • Ensure compliance with regulations, policies, and risk management standards.
  • Assist with staff training, operational procedures, and audit controls.

Minimum Requirements:

  • High school diploma or GED (college coursework preferred).
  • 5+ years of banking or financial services experience.
  • Proficiency in Microsoft Office Suite and Salesforce.
  • Strong sales, relationship management, and problem-solving skills.

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