Sr. Relationship Banker - Vancouver (Cascade Park), WA
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 Relationship Banker
Builds
Consumer and business banking accounts and credit solutions
Domain
Retail Banking
Deliverable
product features
Required skills
Client relationship building, proactive outreach, financial needs assessment, product knowledge (deposits/loans), digital product education, account opening, credit application processing
Preferred skills
Sales campaign experience, digital self-service technology proficiency, advanced recommendation skills
Responsibilities
Engage clients via in-person, appointment, and virtual channels; identify and recommend banking solutions; maintain working knowledge of consumer and business banking products; process basic transactions and service requests; develop partnerships with branch team members.
Seniority
Senior, hands-on IC