Relationship Banker II - ID-Salmon (38hrs)
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
Relationship Banker (Retail Banking)
Builds
Consumer and business banking accounts, deposit and loan products, credit applications
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
Proactive client outreach, assessing customer banking needs, demonstrating and educating on digital products, processing transactions, opening accounts, submitting credit applications
Preferred skills
Sales campaign experience, digital product 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 to understand financial needs; Identify and recommend solutions based on customer goals; Process basic transactions and service requests; Collaborate with branch team members to serve clients; Educate clients on emerging digital products and self-service options.
Seniority
Mid-level, hands-on IC