Relationship Banker II – Sherwood, OR
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
Retail Relationship Banker
Builds
Consumer and business banking accounts and services
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
proactive client outreach, product knowledge (deposits/loans), account opening, credit application processing, digital product education, regulatory compliance (NMLS/SAFE Act)
Preferred skills
sales campaign experience, digital self-service technology proficiency, advanced recommendation skills, financial services industry experience
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Greet clients and process basic transactions, identify client financial needs and recommend solutions, educate clients on digital products, develop partnerships with branch team members, complete service requests and submit credit applications
Seniority
Mid-level, hands-on IC