Client Relationship Banker Job at AI Jobs, North Port, FL

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  • AI Jobs
  • North Port, FL

Job Description

  • Role :Client Relationship Banker
  • About the Role:

    We are seeking an Client Relationship Banker to join the Consumer, Small & Business Banking division. The role focuses on providing exceptional customer service, helping clients achieve their financial goals, and promoting banking solutions that enhance convenience and trust.

    Key Responsibilities:

    • Deliver exceptional customer experiences through proactive relationship-building.
    • Assist customers with new account openings, service requests, and loan applications.
    • Recommend suitable financial products and digital banking solutions.
    • Identify and refer clients to appropriate internal partners based on financial needs.
    • Maintain compliance with banking policies, risk programs, and regulatory standards.
    • Support safe and accurate cash handling operations.
    • Meet the requirements of the SAFE Act and maintain registration as a Loan Originator.

    Required Qualifications:

    • Minimum of 6 months’ experience in customer interaction or service, or equivalent through education, training, or military experience.

    Preferred Skills & Experience:

    • Experience handling complex transactions across multiple systems.
    • Strong interpersonal and communication skills.
    • Proven ability to build and sustain long-term client relationships.
    • Familiarity with digital banking platforms and mobile services.
    • Attention to detail with adherence to policies and compliance standards.
    • Ability to identify fraud risks and take preventive action.
    • Team-oriented approach with integrity and professionalism.
    • Availability to work a flexible schedule, including Saturdays.

    Benefits:

    • Health and wellness programs
    • Retirement and 401(k) plan
    • Paid time off and parental leave
    • Life and disability insurance
    • Tuition reimbursement and professional development
    • Employee discounts and savings programs
    • Inclusive and growth-oriented culture

    Apply Now!

Job Tags

Flexible hours,

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