Account Relationship Manager (Relationship Banker)

Account Relationship ManagerFull time, Non-ExemptPosition SummaryThe Account Relationship Manager builds and maintains strong customer relationships by assisting clients with deposit account openings, account maintenance, and consumer lending needs. This role serves as a trusted advisor to customers, educating them on available banking products and digital services while identifying opportunities to cross-sell additional solutions. The Account Relationship Manager ensures loan and account documentation is accurate, complete, and compliant with regulatory standards, supporting both the customer experience and the bank’s risk management efforts. By balancing sales, service, and compliance, this role plays a vital part in strengthening customer loyalty and driving branch growth. Minimum QualificationsHigh school diploma2+ years of banking or customer relationship experienceKnowledge of consumer banking products and lending proceduresStrong computer and system navigation skills Key ResponsibilitiesOpen and maintain consumer deposit accountsAssist customers with consumer loan applications and processingEducate customers on banking products, digital services, and lending optionsIdentify opportunities to cross-sell additional products and servicesEnsure compliance with policies, procedures, and regulatory requirements CompetenciesStrong communication, interpersonal and relationship-building skillsSales-minded with ability to match customer needs to bank solutionsEffective financial consultation skills with an ability to explain financial products clearly and professionallyDetail-oriented with attention to accuracyAbility to handle confidential information responsibly General RequirementsMust be able to lift and carry up to 10 poundsSome travel to branch or offsite locations may be requiredAbility to sit, stand, and operate a computer for extended periods of timeMust comply with all bank policies, procedures, and regulatory requirementsMaintain a professional appearance and demeanorDemonstrate confidentiality, integrity, and sound judgment in all interactionsMust be able to work evenings and weekends as business needs dictate