Relationship Banker (Multiple Levels) - Bozeman, MT (Evergreen)
Based in United States
Core
Build and foster relationships with clients to enable smarter financial decisions and community growth.
Role type
Retail banker (Relationship Banker)
Builds
Retail banking products and services
Domain
Financial services / Retail banking
Deliverable
client delivery
Required skills
proactive outreach, client engagement, knowledge of bank policies, knowledge of retail products, sales campaign participation, digital product usage, needs analysis, product recommendation
Preferred skills
financial services industry experience
Responsibilities
Proactively reach out to clients, engage and communicate with clients, participate in sales campaigns, use digital products and self-service technologies, identify customer needs, make appropriate product recommendations