Relationship Banker I - Wheeling
Core
Build and foster relationships with clients by assessing banking needs, processing account information, and recommending deposit and loan products.
Role type
Retail banker (client relationship consultant)
Builds
Consumer and business banking accounts and services
Domain
Financial services / Retail banking
Deliverable
product features
Required skills
proactive outreach, client engagement, knowledge of banking products, digital product education, account opening, credit application processing
Preferred skills
proven relationship building, customer service, digital self-service technology proficiency, financial services industry experience
Technologies
digital banking platforms, self-service technologies
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, submit credit applications, educate clients on digital products, develop partnerships with branch team members
Seniority
Individual Contributor, mid-level (3-4 years experience)