Sr. Relationship Banker - MT-Bozeman 19th Avenue $1,500 signing bonus
Core
Sr. Relationship Banker building trust-based relationships with consumers and businesses to provide counsel on deposit and loan products, open accounts, and recommend financial solutions.
Role type
Senior IC relationship banker
Builds
Consumer and business banking accounts and relationships
Domain
Retail banking / Financial services
Deliverable
product features
Required skills
proactive client outreach, needs assessment, product knowledge (deposits/loans), digital product education, credit application processing, account opening
Preferred skills
sales campaign experience, digital self-service technology proficiency, advanced recommendation skills, financial services industry experience
Technologies
digital banking platforms, self-service technologies, credit application systems
Responsibilities
Engage clients via in-person, appointment, and virtual channels to assess banking needs; Open new consumer and business accounts and process service requests; Educate clients on digital products and self-service technologies; Develop collaborative partnerships with branch team members; Recommend tailored financial solutions based on customer goals.
Seniority
Senior, hands-on IC