Relationship Banker - Vail/Dillon/Avon, CO
Core
Build and foster relationships with customers by assessing banking needs, processing account information, and recommending deposit and loan solutions via in-person, appointment, and virtual channels.
Role type
Retail Relationship Banker
Builds
Consumer and business banking accounts, deposits, and loans
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
Client relationship building, Financial needs assessment, Digital product education, Account opening, Credit application processing, Regulatory compliance (NMLS)
Preferred skills
Proactive outreach, Sales campaign participation, Self-service technology demonstration, 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, Submit credit applications, Educate clients on digital products, Maintain working knowledge of banking products and services
Seniority
Entry to Senior (I, II, Sr levels based on experience)