Sr Relationship Banker
Core
Sr Relationship Banker builds and fosters relationships with consumers and businesses to provide counsel on deposit and loan products, open accounts, and recommend financial solutions.
Role type
Senior IC relationship banker (retail/commercial)
Builds
Consumer and business banking accounts, deposit and loan products, digital self-service solutions
Domain
Financial services / Retail and Commercial Banking
Deliverable
product features
Required skills
proactive client outreach, needs assessment, product knowledge (deposits/loans), digital product education, account opening, credit application processing, regulatory compliance (NMLS/S.A.F.E. Act)
Preferred skills
sales campaign experience, digital self-service technology proficiency, advanced recommendation skills, financial services industry experience
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Engage clients via in-person, appointment, and virtual channels; identify and recommend solutions based on customer goals; process transactions and submit credit applications; educate clients on digital products; collaborate with branch teams.
Seniority
Mid-Senior level (5+ years experience)