Relationship Banker – Branch Banking

About the role

The Relationship Banker acts as a trusted advisor for customers at the Livingston‑Eisenhower branch, focusing on building long‑lasting relationships and delivering tailored banking, lending, and investment solutions. The role emphasizes exceptional customer service, cross‑selling, and supporting the branch’s growth objectives.

Key responsibilities

• Achieve or exceed sales targets by promoting and cross‑selling banking products and services.
• Develop and maintain strong client relationships to understand financial needs and provide customized solutions.
• Prospect for new clients through networking, referrals, lead calling, portfolio management, and community engagement.
• Handle transactional, servicing, and product needs of customers.
• Deliver an elevated, personalized customer experience across in‑person, phone, and digital channels.
• Address customer concerns promptly to foster loyalty.
• Educate customers on digital banking tools and self‑service options.
• Ensure compliance with regulatory requirements and internal risk‑management policies.
• Collaborate with team members and partners to meet branch goals and overall performance.
• Support nearby branch locations as business needs dictate.

Required profile

• Ability to perform all essential duties satisfactorily.
• Strong relationship‑building and customer‑service orientation.
• Sales‑driven mindset with a focus on meeting targets.
• Commitment to compliance and risk‑management standards.
• Team player who can collaborate effectively.

Required skills