Union Relationship Banker I Capitol & Lisbon
Core
Build and foster relationships with clients by providing counsel on deposit and loan products, processing transactions, and recommending financial solutions.
Role type
Retail Relationship Banker
Builds
Consumer and business banking accounts and services
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
Client relationship building, proactive outreach, financial needs assessment, digital product education, basic transaction processing, credit application submission
Preferred skills
Retail banking experience, digital product proficiency, customer service, knowledge of bank policies
Technologies
Digital banking platforms, self-service technologies, credit application 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
Seniority
Entry-level, <4 years experience