Relationship Banker I - Geneva, IL
Core
Client Relationship Consultants build relationships with customers via in-person, appointment, and virtual channels to provide counsel on deposit and loan products, assess banking needs, and recommend solutions.
Role type
Retail banker (client relationship consultant)
Builds
Consumer and business banking accounts, deposit and loan products, and digital self-service solutions
Domain
Financial services / Retail banking
Deliverable
product features
Required skills
proactive outreach, client engagement, financial needs assessment, digital product demonstration, account opening, credit application processing, regulatory compliance (NMLS/SAFE Act)
Preferred skills
bilingual Spanish & English, proven relationship building, customer service, knowledge of bank policies, digital self-service technology proficiency, financial services industry experience
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, complete service requests, submit credit applications, educate clients on digital products, develop partnerships with branch team members
Seniority
Entry-level to Mid-level, hands-on IC