Relationship Banker I - Silvernail Pewaukee, WI
Core
Build and foster relationships with clients through proactive outreach to provide counsel on deposit and loan products, open accounts, and process service requests.
Role type
Relationship Banker I
Builds
Consumer and business banking accounts and services
Domain
Retail Banking
Deliverable
product features
Required skills
proactive outreach, client relationship building, product knowledge (deposits/loans), digital product education, account opening, credit application processing
Preferred skills
retail banking experience, digital self-service technology proficiency, customer service, financial services industry experience
Technologies
digital banking platforms, self-service technologies
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
Entry-level, <4 years experience