Relationship Banker | Town and Country

First Bank•Ballwin, MO

4h•$18 - $22

About The Position

The Relationship Banker is a relationship-focused sales professional who builds client relationships, identifies financial needs, recommends banking solutions, and supports branch growth through sales and service activities. Approximately 75% of the role involves relationship building, consultative sales, account opening, cross-selling, referrals, client outreach, and meeting individual monthly sales goals. The remaining 25% involves assisting clients with routine transactions through the Interactive Teller Machine (ITM), supporting digital banking adoption, and providing client service. The role contributes to branch growth by generating new account opportunities, deepening existing relationships, increasing product penetration, and partnering with internal business lines. The position requires a strong sales mindset, excellent interpersonal skills, and the ability to have meaningful financial conversations that lead to suitable solutions. The employee must comply with bank policies, procedures, regulatory requirements, security standards, and risk-management expectations. Employment is contingent upon meeting applicable requirements under the S.A.F.E. Mortgage Licensing Act of 2008, including obtaining NMLS registration after hire. A background and credit check are also required.

Requirements

High school diploma or equivalent.
At least one year of sales, relationship management, retail banking, financial services, customer service, or business development experience.
Demonstrated ability to build relationships and identify client needs.
Ability to achieve assigned monthly sales goals and production expectations.
Strong consultative selling, cross-selling, and business development skills.
Excellent verbal and written communication skills.
Ability to work effectively in a goal-oriented sales environment.
Ability to learn and explain banking products, services, and digital banking solutions.
Ability to obtain and maintain NMLS registration after hire.
Ability to work a flexible schedule, including Saturdays as needed.

Nice To Haves

Previous experience as a Relationship Banker, Personal Banker, Universal Banker, Financial Services Representative, Consumer Banker, or in a similar retail banking role.
Experience opening consumer deposit accounts.
Experience generating referrals and meeting sales goals.
Experience with retail banking products, consumer lending, and digital banking solutions.
Experience working in a performance-driven sales environment.

Responsibilities

Build and maintain client relationships through proactive engagement and personalized service.
Conduct needs-based financial conversations and recommend appropriate banking solutions.
Open and service consumer deposit accounts, including checking, savings, money market, and certificate accounts.
Cross-sell consumer banking products and services based on client needs.
Generate referrals to mortgage lending, business banking, investments, treasury management, and insurance partners.
Conduct outbound calls, follow up on leads, set appointments, and perform sales outreach.
Participate in branch sales campaigns, community events, and client development initiatives.
Develop new business opportunities through relationship-building and networking.
Meet assigned monthly sales goals for account openings, referrals, product penetration, and relationship growth.
Maintain accurate records of sales activity, referrals, client interactions, and follow-up commitments.
Support branch deposit growth and production objectives.
Assist clients with routine banking transactions through the Interactive Teller Machine (ITM).
Educate clients about digital banking tools, mobile and online banking, and self-service solutions.
Help clients use available technology and promote digital adoption while maintaining client satisfaction.
Resolve routine client service requests, account questions, and concerns; escalate complex matters when appropriate.
Identify financial needs during client interactions and introduce relevant banking solutions.
Deliver a consistent, high-quality client experience.
Maintain knowledge of banking products, services, promotions, and digital solutions.
Follow bank policies, procedures, regulatory requirements, security standards, and risk-management expectations.
Protect client information and maintain accurate documentation for account openings, referrals, transactions, interactions, and service requests.
Collaborate with branch teammates and internal business partners to support branch performance, priorities, and sales and service goals.
Perform other duties as assigned.