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Relationship Banker Job Description

We are looking for a Relationship Banker to help nurture relationships between our clients and the bank. In this position, you will help clients choose financial products or services, handle loan applications, and provide advice on a variety of personal finance products. Your aim is to convert a one-time customer into a lifelong, loyal client. Our ideal applicant has a bachelor’s degree in finance and several years of experience in the finance sector. You should have experience in a variety of banking positions, from teller to financial advisor.

Relationship Banker Responsibilities

  • Meet with clients looking for financial services
  • Show available options and assist them with making a selection
  • Build strong relationships, so customers continue to return to our bank
  • Provide high quality service to all clients
  • Assist clients with opening accounts or applying for loans

Relationship Banker Requirements

  • Bachelor’s degree in finance or a related field
  • Communication, customer service, and sales skills
  • Experience in the financial industry
  • Computer and maths skills

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