Relationship Banker 2 - Howell
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 outreach, client relationship building, product knowledge (deposits/loans), credit application processing, digital product education, regulatory compliance (NMLS/SAFE Act)
Preferred skills
sales campaign experience, digital self-service technology proficiency, financial services industry experience
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Greet clients and process basic transactions, identify customer financial needs, recommend banking solutions, educate clients on digital products, develop partnerships with branch team members, submit credit applications