Relationship Banker I - Lynnwood, WA
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 and services
Domain
Retail Banking
Deliverable
product features
Required skills
proactive outreach, client engagement, financial needs assessment, digital product education, account opening, credit application processing
Preferred skills
proven relationship building, customer service, knowledge of bank policies, digital self-service technology proficiency, financial services industry experience
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
Entry-level, <4 years experience