Retail Relationship Banker
$41,714–$65,000 year
On-site · Rushville, Indiana, United States
Job Summary
Retail Relationship Banker delivers exceptional service and advises on financial solutions across retail banking, lending, home financing, and small business products. The role proactively engages with existing customers and prospects, conducts needs-based assessments, grows loyalty, and helps customers navigate digital/self-serve options while ensuring compliant, risk-conscious recommendations. Works within branch networks and across channels, coordinating with partners to enhance the customer experience, schedule appointments, and identify immediate and future opportunities. Responsibilities include processing transactions, supporting risk/compliance processes, maintaining data accuracy, and contributing to overall branch performance through building relationships, cross-selling financial solutions, and delivering a personalized customer experience.
Required Qualifications
- Typically between 2 - 3 years of relevant experience
- post-secondary degree in related field desirable or an equivalent combination of education and experience
- Working knowledge of personal and small business customer needs and solutions
- Working knowledge of retail investments and lending products
- Experience in a consultative customer service or sales role with focus on personal customer experience
- Verbal & written communication skills; good organizational skills; collaborative teamwork
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