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Title
Text copied to clipboard!Relationship Banker
Description
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We are looking for a Relationship Banker to join our financial institution and play a key role in building, maintaining, and expanding relationships with our valued clients. As a Relationship Banker, you will serve as the primary point of contact for customers, providing personalized banking solutions, financial advice, and exceptional customer service. Your responsibilities will include opening new accounts, cross-selling banking products, assisting with loan applications, and resolving client inquiries. You will work closely with clients to understand their financial needs, recommend appropriate products and services, and ensure a positive banking experience. The ideal candidate will possess strong interpersonal skills, a deep understanding of banking products and regulations, and a commitment to delivering outstanding service. You will also be responsible for meeting sales goals, maintaining accurate records, and adhering to compliance standards. This role requires a proactive approach to identifying opportunities for business growth and fostering long-term client loyalty. If you are passionate about finance, customer service, and helping clients achieve their financial goals, we encourage you to apply for this rewarding position.
Responsibilities
Text copied to clipboard!- Build and maintain strong client relationships.
- Open new accounts and process account transactions.
- Cross-sell banking products and services.
- Assist clients with loan applications and inquiries.
- Provide financial advice tailored to client needs.
- Resolve customer issues and escalate as necessary.
- Meet or exceed sales and referral goals.
- Ensure compliance with banking regulations and policies.
- Maintain accurate client records and documentation.
- Participate in community and networking events.
Requirements
Text copied to clipboard!- Bachelor’s degree in finance, business, or related field preferred.
- Previous experience in banking or financial services.
- Strong communication and interpersonal skills.
- Customer-focused attitude with problem-solving abilities.
- Knowledge of banking products, services, and regulations.
- Ability to meet sales targets and work in a team environment.
- Attention to detail and organizational skills.
- Proficiency with banking software and Microsoft Office.
- Ability to handle confidential information with integrity.
- Flexibility to work during branch hours, including some Saturdays.
Potential interview questions
Text copied to clipboard!- What experience do you have in banking or financial services?
- How do you build trust with clients?
- Describe a time you resolved a difficult customer issue.
- How do you stay informed about new banking products?
- What strategies do you use to meet sales goals?
- How do you ensure compliance with banking regulations?
- Can you describe your approach to cross-selling?
- What motivates you to work in finance?
- How do you handle confidential client information?
- Are you comfortable working flexible hours, including weekends?
