Relationship Banker

The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience. Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships. Identify customer needs and offer solutions through the bank’s products and services. Promote and cross-sell bank products and services. Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate. Open and manage a variety of accounts and assist with account maintenance tasks. Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions. Maintain confidentiality of customer information and ensure compliance with privacy regulations. Monitor for potential fraud or suspicious activity, following bank procedures to address issues. Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.