Relationship Banker I - Pojoaque Supermarket
Core
Build and foster relationships with clients through proactive outreach to provide counsel on deposit and loan products and services.
Role type
Relationship Banker I
Builds
Consumer and business banking accounts and services
Domain
Financial services / Retail banking
Deliverable
product features
Required skills
Client relationship building, Financial needs assessment, Digital product education, Account opening, Credit application processing, Regulatory compliance (NMLS)
Preferred skills
Retail banking experience, Customer service, Digital self-service technology proficiency
Technologies
Digital banking platforms, Self-service technologies
Responsibilities
Engage clients via in-person, appointment, and virtual channels to assess banking needs; Open new consumer and business accounts; Process basic transactions and service requests; Educate clients on digital products and self-service technologies; Submit credit applications; Maintain working knowledge of consumer and business banking products.
Seniority
Entry-level, <4 years experience