Relationship Banker/Senior Relationship Banker - Margaret Street
On-siteJacksonville, Florida, United States
Job Summary
Provide an industry-leading client service experience through in-person and phone interactions, developing and expanding new and existing relationships while offering financial solutions based on consultative conversations. Execute advanced sales functions for deposit, credit, convenience, and other product lines to meet individual and branch sales targets. Perform required teller duties, including handling transactions, greeting clients, and navigating branch operations. Advise on consumer lending options, take loan applications, and refer complex financial goals to internal specialists. Maintain compliance with internal controls, operational procedures, and risk management policies by attending sales, service, and product knowledge meetings.
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
- English (Required)
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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