Senior Relationship Banker – Willamette Village – West Linn, OR
Core
Build and foster relationships with customers to provide counsel on deposit and loan products, open accounts, and recommend financial solutions.
Role type
Senior Relationship Banker
Builds
Consumer and business banking accounts and services
Domain
Retail Banking
Deliverable
product features
Required skills
proactive outreach, client relationship building, financial needs assessment, product knowledge, 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; process transactions and credit applications; educate clients on digital products; collaborate with branch teams.
Seniority
Senior, hands-on IC