Union Relationship Banker I Capitol & Lisbon
Core
Build and foster relationships with clients by assessing banking needs, processing account information, and recommending deposit and loan solutions.
Role type
Relationship Banker
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Retail Banking
Deliverable
product features
Required skills
proactive client outreach, financial needs assessment, digital product education, account opening, credit application processing, regulatory compliance (NMLS/S.A.F.E. Act)
Preferred skills
proven relationship building, effective client communication, knowledge of bank policies, digital self-service technology proficiency, financial services industry experience
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