Relationship Banker – Central Manhattan

About the role

The Relationship Banker serves as a trusted advisor to customers in Central Manhattan, helping them achieve their financial goals through personalized banking, lending, and investment solutions. The role focuses on building long‑lasting relationships, delivering exceptional service, and supporting the branch’s growth objectives.

Key responsibilities

• Achieve or exceed sales targets by actively promoting and cross‑selling banking products and services.
• Develop and maintain strong client relationships to understand financial needs and provide tailored solutions.
• Prospect for new clients through networking, referrals, lead calling, and community engagement.
• Deliver an elevated, personalized customer experience across in‑person, phone, and digital channels.
• 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.
• Provide support to nearby branch locations as business needs dictate.

Required profile

• Proven ability to meet sales targets and drive revenue growth.
• Strong relationship‑building and communication skills.
• Knowledge of banking, lending, and investment products.
• Commitment to delivering high‑quality customer service.
• Understanding of compliance, risk, and fraud‑prevention standards.
• Ability to work effectively in a team‑oriented branch environment.

Required skills