Relationship Banker or Senior Relationship Banker - Preston Corners
On-siteCary, North Carolina, United States
Job Summary
Develop and expand client relationships through consultative conversations, deposit, credit, and retirement product sales while maintaining high service standards. Execute routine client maintenance, problem resolution, and loan applications, including teller transactions as needed. Contribute to branch sales targets by sourcing new clients and referring complex financial goals to internal specialists. Adhere to internal controls, risk management policies, and regulatory compliance guidelines. Engage in continuous learning via sales training, product knowledge meetings, and web-based classes to advance expertise in serving consumer and business clients.
Required Qualifications
- High school diploma or equivalent education
- 2 years of client sales and service experience
- Experience with sourcing and prospecting for new clients and client relationship building
- Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
- Demonstrated proficiency in basic computer applications, such as Microsoft Office
- Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
- Ability to multi-task under time constraints
- Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
- Ability to work weekends and/or extended hours with occasional travel and overnights may be included
- Regular Language Fluency: English (Required)
- Work Shift: 1st shift (United States of America)
Desired Qualifications
- Associate's degree or higher
- Demonstrated ability to handle multiple priorities under time constraints
- Excellent verbal and written communication skills
- Ability to respond in a professional manner with a high level of service quality
- Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
- Demonstrated ability in meeting or exceeding sales goals
- General understanding of bank operations, policies and procedures
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