Relationship Banker I & II, Sr. Relationship Banker - Mesa / Gilbert
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
Senior IC relationship banker (retail)
Builds
Consumer and business banking accounts, deposit and loan products, credit applications
Domain
Retail banking
Deliverable
product features
Required skills
proactive client outreach, assessing customer banking needs, processing account information, demonstrating digital products, recommending financial solutions, opening accounts, submitting credit applications
Preferred skills
sales campaign participation, leveraging digital first mindset, advanced product knowledge
Technologies
digital banking platforms, self-service technologies
Responsibilities
Engage clients via in-person, appointment, and virtual channels to assess needs; Open new consumer and business accounts; Process basic transactions and service requests; Educate clients on digital products; Submit credit applications
Seniority
Senior, hands-on IC