Relationship/Universal Banker

AP Professionals
November 12, 2023
Job Type
Salary Lower Range
Salary Upper Range
Salary Option


We have partnered with a growing regional bank for a newly created position! The ideal candidate will have a sales mindset.  The institution has all the benefits of a larger company and plenty of opportunity to advance!  The position supports managers in leading the office and team in areas of customer experience, production and sales, community relations and operations. It also assists with leading the office team and achieving the overall sales performance goals of the office.


  • Responsible for leading the team members of the office.
  • Resolve or escalate issues referred by the office team.
  • Help facilitate team meetings/huddles.
  • Assist with implementation of the strategic business plan and marketing initiatives.
  • Maintain community presence and involvement.
  • Communicate with customers to recognize cross-selling opportunities.
  • Educate and/or refer solutions that meet our customer/client needs.
  • Contribute to the overall sales performance of the office team.
  • Originate and process consumer loan requests.
  • Review and coach to the scorecard to ensure office goals are achieved.
  • Supervise and guide the office’s success in operations and audit goals.
  • Perform all retail office responsibilities as needed.
  • Conduct in person and outbound business calls/referrals for acquisitions and retention.
  • Able to work evening hours and weekends as scheduled or assigned.
  • Oversee onboarding of new and existing customers/clients.
  • Onboard and supervise training of new employees.
  • Ensure compliance with policies and procedures, and Federal/State regulations.
  • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency.
  • Work as part of a team.
  • Work with on-site equipment.
  • Complete other duties and special projects as requested by management.


  • High School Diploma


  • Banking or retail experience
  • 2 - 6 yearsSales experience
  • Customer Service experience
  • 2 - 6 yearsSupervisory experience
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