Sr. Float Relationship Banker - Medford, OR (Multiple Locations)
Core
Build and foster relationships with clients by assessing banking needs, recommending deposit and loan products, and educating clients on digital services.
Role type
Senior retail relationship banker
Builds
Consumer and business banking accounts and services
Domain
Retail banking
Deliverable
product features
Required skills
proactive client outreach, financial needs assessment, digital product education, account opening, credit application processing, regulatory compliance (NMLS)
Preferred skills
sales campaign experience, digital self-service technology proficiency, advanced retail product knowledge
Technologies
digital banking platforms, self-service technologies
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, submit credit applications, educate clients on emerging digital products, develop collaborative partnerships with branch team members
Seniority
Senior, hands-on IC