Relationship Banker or Senior Relationship Banker - Welcome
On-site · Lexington, North Carolina, United States
Job Summary
Develop and expand client relationships by delivering industry-leading service in person and by phone, and by offering financial solutions that meet client needs through consultative conversations and referrals. Cross-train to perform teller duties as needed and contribute to meeting branch sales and service targets by developing, expanding and retaining relationships. Engage clients with a courteous, proactive approach, advise on consumer lending options, and refer complex needs to internal specialists while adhering to policies and risk management guidelines.
Required Qualifications
- High school diploma or equivalent
- 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
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