Relationship Banker 2 SouthPark - NC
Core
Build and foster relationships with clients through proactive outreach to provide counsel on deposit and loan products, open accounts, and process credit applications.
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, proactive outreach, knowledge of consumer and business banking products, digital product education, credit application processing, sales campaign participation
Preferred skills
Bilingual (Spanish), financial services industry experience
Technologies
Digital products, self-service technologies, NMLS registration system
Responsibilities
Greet clients and process basic transactions, identify customer financial needs, recommend banking solutions, educate clients on digital products, develop partnerships with branch team members, submit credit applications