Relationship Banker II - West Bell Rd Safeway (Bilingual English and Spanish)
Core
Build and foster relationships with customers via in-person, appointment, and virtual channels to provide counsel on deposit and loan products.
Role type
Retail Relationship Banker
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
proactive outreach, client needs assessment, digital product education, account opening, credit application processing, bilingual communication (English/Spanish)
Preferred skills
sales campaign experience, self-service technology demonstration, advanced recommendation skills
Technologies
digital banking platforms, self-service technologies
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, submit credit applications, educate clients on digital products, develop partnerships with branch team members
Seniority
Mid-level IC