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If you’ve ever searched “Relationship Banker job description,” you’ve probably seen the same tired format over and over again.
Bullet points. Buzzwords. No real insight into what makes a great hire.
The problem? Those posts don’t actually help you attract the kind of person you want on your team. They just check boxes for HR.
Here’s what most job descriptions get wrong:
- They explain what the job does—but not what makes it important.
- They list responsibilities—but say nothing about team culture, growth, or impact.
- They use vague, corporate language instead of clear, human communication.
And when your post sounds like everyone else’s? The best candidates scroll right past it.
That’s why we created this guide.
It’s not just a template. It’s a step-by-step breakdown of how to write a Relationship Banker job description that actually attracts top talent—whether you’re hiring someone experienced or someone you’re willing to train.
Before we dive in, we strongly recommend reading our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/ if you haven’t already. It’ll help you understand the strategy behind this format—and why it consistently attracts better candidates than anything AI-generated or copied off another job board.
Let’s start by breaking down what this role really is—beyond the buzzwords.
Don’t let bad hires slow you down.
WorkScreen helps you identify the right people—fast, easy, and stress-free.
What A Relationship Banker Actually Does
A Relationship Banker isn’t just a teller with a fancy title.
They’re the face of your bank—the person customers come to for advice, support, and financial confidence. A great Relationship Banker helps clients open accounts, apply for loans, and navigate financial products, yes—but more importantly, they build trust.
They listen. They solve problems. They remember names and follow up when it matters.
In many ways, they’re part banker, part advisor, part customer service pro.
So while technical knowledge is important, this is ultimately a people-first role. That means emotional intelligence, communication skills, and reliability often matter more than finance experience alone.
If you’re hiring a Relationship Banker, look for someone who:
- Connects easily with people from all walks of life
- Can explain financial products without jargon
- Is motivated by helping others feel confident about their money
Because that’s what this role is all about—relationships over transactions.
Two Great Relationship Banker Job Description Templates
We’ll provide two tailored job description options:
1.✅ Option 1: For employers looking to hire an experienced candidates with prior experience.
2.Option 2: For employers open to hiring entry-level candidates or those willing to train someone with potential.
✅ Version 1:Job Description For Experienced Candidates
Job Title: Relationship Banker at Lakeview Financial (Full-Time | $52,000–$62,000/year | Hybrid – Chicago, IL)
🎥 Video: Meet your future manager and hear what it’s like to work here → [Insert Loom/YouTube link]
🌟 Help Clients Make Confident Financial Decisions
At Lakeview Financial, we’re looking for an experienced Relationship Banker who knows how to build trust—not just close transactions.
If you’re a people-first professional who understands banking but cares more about connection than quotas, you’ll feel right at home here.
🏢 Who We Are
Lakeview Financial is a community-focused bank headquartered in Chicago, with seven locations across the city and suburbs. We’ve been locally owned and independently run since 1979.
Our mission is simple: provide honest financial guidance that helps people feel confident and secure. Whether someone’s opening their first checking account or planning for retirement, our team treats every interaction like it matters—because it does.
We believe long-term relationships come from consistency, integrity, and genuine care. That’s what we stand for—and it’s what we hire for.
🛠️ What You’ll Be Doing
As a Relationship Banker at Lakeview, you will:
- Open and manage checking, savings, CD, and money market accounts
- Guide clients through loan options and applications (personal, auto, and home equity)
- Help troubleshoot account issues and deliver world-class service
- Identify financial opportunities for clients and offer the right solutions
- Collaborate with branch and support teams to ensure smooth operations
- Follow up with customers and maintain strong relationships
🎯 What We’re Looking For
- 2+ years of experience in banking or financial services (client-facing)
- Proficiency with digital banking systems and CRM tools
- Excellent communication and problem-solving skills
- Detail-oriented, proactive, and dependable
- Bilingual in Spanish, Polish, or Mandarin is a strong plus
🎁 Perks and Benefits
- 💰 Competitive salary: $52,000–$62,000/year (based on experience)
- 🩺 Health, dental, and vision insurance (starting after 30 days)
- 📈 401(k) with 4% employer match + annual profit-sharing bonus
- 🌴 20 PTO days per year + 10 paid holidays
- 🧠 Ongoing training, leadership development, and internal promotions
- 🧘♀️ $600 annual wellness stipend + access to mental health support
🌱 Why This Role Is a Great Fit
At Lakeview, you’re not just another banker—you’re a trusted partner in your clients’ lives.
We’re a close-knit, collaborative team that supports each other and cares about doing the right thing—not the fast thing. You’ll have room to grow, make decisions, and be valued for your reliability, warmth, and judgment.
If you’re tired of impersonal quotas and looking for a role with real purpose and real people, this is it.
📥 How to Apply
We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords.
Click the link below to complete your short, structured evaluation:
👉 [Insert WorkScreen Link]
🌱 Version 2: Job Description For Entry-Level / Willing-to-Train Candidates
Job Title: Entry-Level Relationship Banker – No Experience Needed at Lakeview Financial (Full-Time | $18–$22/hr | On-Site – Chicago, IL)
🎥 Video: Why We Hire for People Skills First → [Insert Loom/YouTube link]
💬 We’re Hiring for People Skills, Not Just Resumes
You don’t need banking experience to apply. We’ll teach you everything you need to know.
If you’re organized, dependable, and naturally good with people—we want to hear from you.
At Lakeview Financial, we’re looking for an entry-level Relationship Banker to join our team and grow with us. We provide full training, mentorship, and the support you need to build a real career—not just land another job.
🏢 Who We Are
Lakeview Financial has been serving Chicago communities for over four decades. We’re not owned by a corporation or private equity firm. We’re independent, local, and proud of it.
Our branches are filled with team members who know our customers by name. We believe in long-term relationships, community trust, and treating every client interaction as an opportunity to help—not upsell.
That mindset is how we’ve built trust for over 40 years—and how we plan to keep doing it.
🛠️ What You’ll Be Trained to Do
- Open accounts and explain banking services clearly
- Answer client questions in person, on the phone, and via email
- Help customers navigate digital banking tools
- Support branch operations with paperwork and scheduling
- Handle daily tasks with accuracy, care, and professionalism
🎯 What We’re Looking For
- No banking experience required—we’ll train you
- Strong people skills and a calm, clear communication style
- Reliable, punctual, and comfortable using computers
- High school diploma or GED required
- Previous experience in hospitality, retail, or customer service is a plus
🎁 Perks and Benefits
- 💰 Hourly rate: $18–$22/hour (depending on experience)
- 🩺 Full health, dental, and vision coverage
- 📈 401(k) with matching and annual bonus eligibility
- 🎓 Tuition assistance and paid training programs
- 🌴 16 PTO days/year + 10 bank holidays
- 🧠 1:1 mentorship and career development support
🌱 Why This Role Is a Great Fit
At Lakeview, we believe your attitude and potential matter more than your job history.
This is a great role if you’re ready to step into a stable, people-first company that invests in your growth. You’ll be surrounded by teammates who genuinely want to see you succeed—and supported with training, coaching, and clear advancement paths.
You’ll start with a role that builds your confidence, and grow into a career that makes a real difference.
📥 How to Apply
We use WorkScreen to make sure everyone gets a fair shot.
Click the link below to complete your short application and skill-based evaluation:
👉 [Insert WorkScreen Link]
Hiring doesn’t have to be hard.
If your hiring process is stressful, slow, or filled with second-guessing—WorkScreen fixes that. Workscreen helps you quickly identify top talent fast, eliminate low-quality applicants, and make better hires without the headaches.
Why These Relationship Banker Job Descriptions Actually Work
Most job descriptions follow a tired format that doesn’t inspire anyone to apply—especially not the kind of thoughtful, reliable Relationship Banker you want on your team.
Here’s why the two examples above work (and why they’ll attract stronger candidates):
1. ✅ The Job Titles Are Clear, Specific, and Human
Instead of something vague like “Banker – Full-Time,” both job titles clearly describe:
- The role (“Relationship Banker”)
- The company (“Lakeview Financial”)
- The level or requirement (“Entry-Level” or “Experienced”)
- The location and pay
This instantly filters for the right audience. If you want to reduce unqualified applications and attract people who see themselves in the role—start with a clear, targeted title.
2. 👋 The Openers Are Warm and Purpose-Driven
The opening lines aren’t generic summaries—they speak directly to the reader:
- “We’re hiring for people skills, not just resumes.”
- “We believe great banking starts with real relationships—not sales quotas.”
This shows you care about who you hire—not just what they’ve done. It also signals your values from the first sentence, which is exactly what attracts motivated candidates who align with your culture.
3. 🏢 The “Who We Are” Sections Sound Like Real Companies
You don’t just say “We’re a financial institution that…”—you make Lakeview Financial feel real and grounded:
- You include the company’s history, tone, independence, and values.
- You show how the company treats customers and employees.
This builds trust and gives candidates something to connect with. It turns your job post into an invitation, not just a listing.
4. 🎯 The Responsibilities and Requirements Are Written Like a Human, Not a Checklist
Instead of overwhelming the reader with 15 bullet points, each post:
- Groups responsibilities into clear, readable chunks.
- Explains why each responsibility matters.
- Separates “must-haves” from “nice-to-haves” (especially in the entry-level post).
This makes it easier for the right candidate to say, “Yes, I can do that”—without scaring off great people who are still learning.
5. 🎁 Perks and Benefits Are Spelled Out—Not Hidden
Too many job posts say, “Competitive pay and benefits” and leave it at that.
These templates list the actual perks:
- Salary or hourly pay
- Health insurance
- PTO and holidays
- 401(k) match
- Wellness and tuition support
- Growth and promotion opportunities
This shows transparency, respect, and confidence—and increases your chances of getting serious applicants who value long-term stability.
6. 🌱 The “Why This Role Is a Great Fit” Sections Sell the Opportunity
These aren’t just job descriptions—they’re job pitches. This section speaks directly to what candidates care about:
- Feeling supported
- Being part of a healthy team culture
- Getting the training they need to grow
- Doing work that matters in people’s lives
That kind of language attracts mission-driven, emotionally intelligent candidates—and it deters transactional applicants looking for “just a job.”
7. 📥 The Application Process Is Clear, Respectful, and Modern
Each job post explains exactly how to apply, and reassures the candidate that:
- Their time will be respected.
- They’ll be evaluated fairly.
- They’ll hear back, regardless of the outcome.
Using WorkScreen reinforces your commitment to fair, skill-based hiring. It signals that your company is organized, respectful, and forward-thinking—something top candidates notice.
Example of a Bad Relationship Banker Job Description (And Why It Fails)
Job Title: Banker
Company: Confidential
Location: Chicago, IL
Job Type: Full-Time
Salary: Not specified
Job Description:
We are seeking a highly motivated banker to join our team. The ideal candidate will be responsible for providing customer service, processing transactions, and meeting banking goals.
Responsibilities:
- Open and close customer accounts
- Handle transactions and teller duties
- Provide information on banking products
- Cross-sell services and meet performance targets
- Maintain compliance with policies and procedures
Requirements:
- High school diploma or GED required
- 2+ years in banking or a related field
- Strong communication skills
- Ability to multitask and work under pressure
How to Apply:
Send your resume and cover letter to careers@confidentialbank.com. Only shortlisted candidates will be contacted.
🧨 Why This Job Post Falls Flat
Let’s break down what went wrong:
1. 💤 The Job Title Is Vague and Generic
“Banker” could mean anything—teller, advisor, loan officer. It tells the reader nothing about the level, the responsibilities, or the type of banking.
This creates confusion, attracts the wrong applicants, and turns away top performers who want to know exactly what they’re signing up for.
2. 🤐 The Company Is a Black Box
Listing “Confidential” instead of the company name instantly kills trust. Candidates want to know who they’re applying to and why the job matters.
This anonymous approach often signals poor culture, high turnover, or something to hide—and that’s not the kind of signal you want to send.
3. 🏷️ No Salary, No Perks, No Hook
Leaving out compensation is no longer acceptable in today’s market. High-quality candidates are looking for transparency.
And there’s zero emotional hook in the post—nothing about the company mission, culture, values, or why the role exists. Just tasks and buzzwords.
4. 📋 Responsibilities Are Broad and Lifeless
“Handle transactions” and “cross-sell services” aren’t inherently bad—but they’re vague and uninspiring. There’s no explanation of what impact the role has, what success looks like, or how the Relationship Banker helps clients.
This makes the job sound like a checklist, not a career.
5. 🚫 The Hiring Process Feels Cold
“Only shortlisted candidates will be contacted” is dismissive.
In a hiring environment where candidates are applying to multiple jobs, you need to stand out as respectful and communicative. Even an automatic email response is better than this cold one-liner.
6. 🗑️ Zero Personality
There’s no tone, no voice, no culture. It reads like it was written by a system—not a team that cares about people.
This kind of post doesn’t repel bad candidates—it just fails to attract any good ones.
Bonus Tips That Make Your Job Post Stand Out
If you want to turn your Relationship Banker job post into a genuine recruiting tool—not just a formality—here are a few advanced tips that make a big difference:
🔒 1. Add a Candidate Safety Notice
Reassure applicants that your hiring process is secure and respectful. This builds trust and sets a professional tone, especially in industries where scams are common.
Try something like this:
“We take the privacy and safety of all applicants seriously. We will never ask for payment, personal financial information, or sensitive documents during the application process. If you see a suspicious job post, please report it.”
🌴 2. Mention Time Off or Flex Days
Even if you don’t offer unlimited PTO, just showing that you value work-life balance can be a major draw. Candidates want to know they’ll be treated like people—not productivity machines.
Example line:
“Enjoy 20 PTO days per year, 10 paid holidays, and up to 3 flex days so you can recharge when you need it.”
🎓 3. Call Out Training and Growth Opportunities
Especially for entry-level roles, this is a massive differentiator. It tells candidates, “We won’t just put you in a chair—we’ll help you grow.”
Try wording like this:
“We invest in our team with in-house mentorship, paid certification paths, and monthly 1:1 growth reviews. You won’t just be trained—you’ll be supported.”
🎥 4. Add a Video From the Hiring Manager or CEO
This might sound small—but it’s one of the most powerful things you can do.
A short Loom or YouTube video that says:
- “Here’s who we are…”
- “Here’s why we’re hiring…”
- “And here’s what I’m looking for in this role…”
…can instantly humanize your post, clarify expectations, and attract values-aligned candidates.
If you can, embed it right before your “Who We Are” section.
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
💬 5. Reassure Candidates You’ll Actually Follow Up
In a world where most candidates never hear back, promising (and following through on) communication sets your company apart.
Example line:
“We respond to every application within 2 weeks—because we know your time is valuable and you deserve a clear answer.”
Should You Use AI to Write a Job Post?
Let’s be honest—AI is everywhere right now.
Platforms like Manatal, Workable, and even ChatGPT can now generate job descriptions with just one click.
And while that sounds convenient, here’s the problem:
⚠️ Why You Shouldn’t Rely on AI Alone
If you just type “Write a job post for a Relationship Banker” into an AI tool without giving it context, you’ll likely get something that sounds like this:
“We are seeking a highly motivated individual to join our banking team. The ideal candidate will be responsible for cross-selling products and maintaining compliance…”
You’ve seen it before. It’s vague. Robotic. Buzzword-heavy. And it completely misses the human element that attracts real people.
Here’s what happens when you rely on AI-generated filler:
- You attract low-effort, low-fit candidates
- You repel great applicants who want clarity, culture, and purpose
- You blend in with every other employer—and top talent scrolls past you
✅ The Smarter Way to Use AI
We’re not saying you shouldn’t use AI. We’re saying you should feed it real inputs.
Here’s how to do it right:
🔧 Before you prompt AI, provide:
- A plain-English explanation of what your company does
- The real responsibilities of the role (not just job board boilerplate)
- Your team values, tone, and personality
- What success looks like in the role
- The salary range and perks
- What your hiring process feels like
✍️ Then prompt it with something like:
“Help me write a job post for our company, Lakeview Financial. We’re hiring a Relationship Banker to guide customers through everyday banking and financial planning. Our team culture is friendly, growth-oriented, and rooted in long-term client relationships. We’re looking for someone who communicates well, cares deeply about people, and takes ownership of their work. We offer [list benefits], pay [insert range], and use a transparent hiring process with WorkScreen. Here are a few rough notes I wrote to get you started [paste notes here]…”
Then let AI refine your message—not invent one from scratch.
💡 Treat AI Like a Writing Assistant—Not a Hiring Strategist
The best job posts still come from your clarity—AI just helps you clean up the language, polish the structure, and save time.
That’s how you get the best of both worlds:
- A post that sounds human, mission-driven, and personal
With the polish and flow of a great editor
Build a winning team—without the hiring headache.
WorkScreen helps you hire fast, confidently, and without second-guessing.
Copy-Paste Job Description Templates For Quick Use
Need something you can plug in and post fast?
We get it. You might’ve already read through the guide, understand what makes a strong job post—but still want a solid draft to build on.
That’s what these templates are for.
✏️ Important Reminder:
Don’t copy this word-for-word and expect magic.
This is a foundation, not a final draft.
Add a Loom video, inject your team culture, and edit the details to reflect your actual company.
In this section, you’ll find two ready-to-use job description templates for quick copy-paste use — but please remember, like we mentioned above, don’t just copy them word-for-word and expect results.
Think of these as starting points, not final drafts.
- Option 1: A more conversational, culture-first job description that highlights personality and team fit.
- Option 2: A more structured format, including a Job Brief, Responsibilities, and Requirements for a traditional approach.
✅ Option 1: Conversational, Culture-First Job Description Template
Job Title: Relationship Banker at [Company Name]
Location: [Location] | [Salary Range] | [Job Type]
🎥 Video: Meet your team → [Insert Loom or YouTube link]
Help People Feel Confident About Their Finances
At [Company Name], we believe great banking starts with trust. That’s why we’re hiring a Relationship Banker who cares about people—not just numbers.
You’ll guide customers through important financial decisions, explain products clearly, and support their goals with empathy and attention to detail.
If you’re reliable, people-focused, and great at follow-through—you’ll thrive here.
Who We Are
[Company Name] is a [brief company description—e.g., “locally owned bank with a 30-year history of helping families and small businesses thrive in [City]”]. We value long-term relationships over short-term wins—and that’s reflected in the way we treat our team and our clients.
What You’ll Be Doing
- Open and manage checking, savings, and CD accounts
- Guide clients through loan applications and product options
- Troubleshoot account issues and provide friendly support
- Spot opportunities to help clients improve their financial lives
- Follow up and build long-term relationships with customers
- Collaborate with branch staff and support smooth daily operations
What We’re Looking For
- [X]+ years in banking, customer service, or a people-facing role
- Strong communication and listening skills
- Comfortable with digital tools and learning new systems
- Detail-oriented, professional, and dependable
- [Optional]: Bilingual skills are a plus!
Perks and Benefits
- 💰 Salary: [Insert range]
- 🩺 Medical, dental, and vision insurance
- 📈 401(k) + employer match
- 🌴 [X] PTO days + [X] paid holidays
- 🎓 Tuition reimbursement + paid training
- 🧠 Wellness and development support
Why This Role Is a Great Fit
You’ll do more than open accounts—you’ll become a trusted partner in your clients’ lives. You’ll be part of a company that values kindness, consistency, and people who care.
We support each other, reward reliability, and help each team member grow into the best version of themselves.
How to Apply
We use WorkScreen to ensure a fair, skill-based hiring process for every applicant.
Click below to get started:
👉 [Insert WorkScreen link]
📋 Option 2: Traditional Job Brief + Responsibilities + Requirements Format
Job Title: Relationship Banker
Location: [City, State]
Job Type: [Full-Time / Part-Time]
Salary: [Insert Range]
Job Brief
[Company Name] is seeking a Relationship Banker to join our team and support clients with everyday banking needs. The ideal candidate will deliver exceptional service, provide product guidance, and help clients navigate key financial decisions.
Key Responsibilities
- Open and manage new deposit accounts
- Assist with loan applications and explain product options
- Deliver responsive, friendly customer service in-person and over the phone
- Support clients with online/mobile banking tools
- Cross-train with team members and assist with general branch operations
- Ensure compliance with internal policies and industry regulations
Required Qualifications
- High school diploma or GED
- years of experience in banking, retail, or customer-facing roles
- Strong verbal and written communication skills
- Ability to multitask and stay organized in a fast-paced environment
- Tech-savvy and comfortable with digital platforms
Preferred Qualifications
- Associate’s or Bachelor’s degree in Finance, Business, or a related field
- Bilingual in [language]
- Prior experience using [insert software/tools]
Compensation and Benefits
- Competitive pay: [Insert range]
- Health, dental, and vision insurance
- 401(k) with match
- Paid time off + holidays
- Ongoing training and advancement opportunities
How to Apply
We use WorkScreen to streamline the hiring process and evaluate candidates based on skills—not just resumes.
Apply through the link below to complete a short, structured evaluation:
👉 [Insert WorkScreen link]
Let WorkScreen Handle the Next Step of Hiring
Once your job post starts bringing in applicants, the real challenge begins:
How do you know who’s actually qualified?
Resumes can be misleading. AI tools make it easy for candidates to fake their way through applications. And sitting through 30 generic interviews just to find one good fit? That’s a full-time job by itself.
That’s where WorkScreen comes in.
✅ WorkScreen helps you:
1. Quickly identify your most promising candidates
WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.
2. Easily administer one-click skill tests
With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.
3. Eliminate low-effort and AI-generated applications
WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.
💡 Bottom Line:
You already put the effort into writing a great job post.
Let WorkScreen take care of the evaluation side—so you can make faster, smarter, and more confident hiring decisions.
Frequently Asked Questions About Hiring a Relationship Banker
When hiring a Relationship Banker, don’t just focus on technical experience. The best candidates combine people skills with financial know-how.
Here are the top skills to look for:
- Emotional intelligence – They should be able to read people, handle sensitive topics (like money), and build trust quickly.
- Clear communication – A great banker knows how to explain financial concepts in plain English.
- Customer service mindset – They go beyond transactions and genuinely want to help clients succeed financially.
- Problem-solving ability – From fixing account issues to recommending the right loan, good bankers know how to think on their feet.
- Attention to detail – Mistakes in banking can have serious consequences. Accuracy matters.
- Sales without pressure – Top performers know how to offer products that genuinely benefit the client—not just hit targets.
If you’re hiring for an entry-level role, prioritize coachability and reliability. Experience can be taught. Empathy and follow-through usually can’t.
As of 2025, the average salary for a Relationship Banker in the U.S. is around $48,000 to $58,000 per year, depending on location, experience, and company size.
Here’s a quick breakdown:
- Entry-level: $38,000–$45,000
- Mid-level (2–4 years): $50,000–$60,000
- Experienced / Senior roles: $60,000–$70,000+ (especially in high-cost-of-living areas)
In some regions and financial institutions, Relationship Bankers may also earn performance bonuses or sales incentives, particularly for bringing in new accounts or cross-selling services.
The titles are often used interchangeably, but there are subtle differences.
- Personal Bankers typically focus on basic account management, deposits, withdrawals, and helping walk-in clients with everyday needs.
- Relationship Bankers are expected to go deeper—building long-term relationships, managing more complex financial needs, and offering tailored advice.
In short: Relationship Bankers are often more proactive and advisory, while Personal Bankers tend to be more reactive and transactional.
That said, job duties can overlap depending on the bank’s size and structure.
If you’re hiring an entry-level candidate, a solid onboarding program typically takes 4 to 8 weeks.
This should include:
- Product knowledge
- Compliance training
- Shadowing experienced team members
- Hands-on practice with banking systems
- Customer service simulations
But even after formal training, most Relationship Bankers need 3–6 months to gain confidence in client interactions and financial advising. Continued mentorship and feedback are key to long-term success.VVVV
