Relationship Banker - Call Center Apply
Job Description
Job Description
Job Title: Relationship Banker - Call Center
Location: Rio Rancho, NM
Type: Full-Time | Permanent
Pay: $26.00/hour
About the Opportunity
In this client-facing role, you’ll connect with customers by phone to understand their financial needs and offer tailored solutions, from checking and savings accounts to loans, credit cards, and retirement products. If you're passionate about helping people achieve financial wellness and thrive in a fast-paced, goal-driven environment, this could be the perfect fit for you.
What You’ll Do
- Handle inbound service and sales calls with professionalism and care
- Recommend financial solutions based on client goals and life stages
- Offer deposit products, loans, credit cards, IRAs, and CDs
- Refer clients to specialists for mortgage, investment, or insurance needs
- Maintain compliance with risk and regulatory guidelines
- Accurately document all client interactions
- Work collaboratively with teammates in a supportive environment
Required Qualifications
- Prior experience in banking, financial services, or a call center setting
- Telephone-based sales experience
- High school diploma or GED
- Excellent communication and active listening skills
- Ability to handle objections and build rapport
- Strong attention to detail and computer proficiency
Preferred Qualifications
- Strong organizational and time-management skills
- Openness to coaching and continuous improvement
- Bilingual (a plus but not required)
Why You’ll Love It Here
- Supportive, inclusive team culture
- Opportunities for growth, development, and internal mobility
- Meaningful work helping people reach financial goals
- Be part of an organization that values connection, impact, and purpose
Ready to grow your career and make a difference?
Apply today and start helping clients build better financial futures.

