Relationship Banker

Build and retain customer relationships by identifying financial needs and recommending banking products and services. Open and maintain accounts, assist with digital banking, operate a teller drawer, identify potential fraud, and connect customers with mortgage and wealth management specialists.

Responsibilities

• Build customer relationships and identify financial needs.
• Recommend banking products and services tailored to customers.
• Refer customers to mortgage and wealth management specialists.
• Operate a teller drawer and serve lobby and drive-up customers.
• Open and maintain accounts and assist with digital banking products.
• Recognize potential fraud and support bank or community events.

Required Skills

• Teller drawer operation
• Cash handling
• Account opening
• Account maintenance
• Banking product recommendations
• Customer financial needs assessment
• Digital banking support
• Fraud risk recognition
• Intermediate computer skills
• Customer service