Relationship Banker II Lake Geneva, WI
Core
Build and foster relationships with clients through proactive outreach to provide counsel on deposit and loan products, open accounts, and process credit applications.
Role type
Relationship Banker (Retail Banking)
Builds
Consumer and business banking accounts, deposit and loan products, credit applications
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
proactive client outreach, relationship building, product knowledge (deposits/loans), account opening, credit application processing, digital product education
Preferred skills
sales campaign experience, digital self-service technology proficiency, financial services industry experience
Responsibilities
Greet clients and process basic transactions, identify client financial needs, recommend banking solutions, educate clients on digital products, develop partnerships with branch team members
Seniority
Mid-level IC
