Relationship Banker

Description

The Relationship Banker is responsible for delivering exceptional customer service and building strong, lasting relationships with customers. This role focuses on creating a positive, efficient, and personalized experience in every interaction while ensuring customer needs are met with accuracy and care. The Relationship Banker serves as a trusted point of contact, helping customers navigate their day-to-day banking needs and fostering long-term loyalty to the organization. Through these relationships, the role supports branch goals and participates in community engagement efforts that strengthen customer connections and local presence.

• Deliver exceptional customer service by creating a welcoming, professional, and personalized experience in every interaction.
• Build and maintain strong customer relationships by actively listening, understanding needs, and following up when appropriate.
• Accurately process a variety of routine banking transactions in accordance with established policies and procedures.
• Resolve customer inquiries and issues promptly, using sound judgment and a solutions-focused approach.
• Educate customers on basic banking services, account features, and digital tools to enhance their overall experience.
• Maintain a high level of operational accuracy and attention to detail in all transactions and documentation.
• Ensure compliance with all regulatory requirements, internal controls, and security procedures.
• Collaborate with branch team members to support daily operations and deliver a consistent customer experience.
• Support branch performance by recognizing opportunities to strengthen customer relationships and contributing to team goals.
• Participate in community engagement activities and represent the organization in a professional and positive manner.
• Take a sales-oriented approach to customer service.
• Effectively and efficiently provide a complete range of customer services at the financial institution, including, but not limited to, opening new accounts, interviewing personal loan applicants, and explaining available financial institution products and services.
• Effectively understand and cross sell our products and services.
• Display a consistent effort to build and maintain strong internal and external relationships. 
• Maintain knowledge of all branch policies and procedures, particularly those that affect teller line functions such as approval of checks, overrides and power of attorney. 

High School Diploma or GED

Experience in a financial institution or retail services setting.

Sales experience is beneficial.

Customer service experience is expected.

Basic understanding and knowledge of bank loan products and services

A desire to develop and utilize cross-selling, management, and organizational skills.

The Physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is required to sit for extended periods of time; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop; kneel; crouch; talk or hear. The employee may occasionally be required to lift and/or move up to 25 pounds.

The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate. 

I have received and read this job description and acknowledge that I am able to perform the essential

functions of this job with or without reasonable accommodation.

Name

Signature Date