Bilingual Relationship Banker II - South 16th Street - Phoenix, AZ - Spanish & English Language
Core
Bilingual Relationship Banker building trust-based relationships with consumers and businesses to provide financial counseling, open accounts, and recommend deposit and loan products.
Role type
Retail Relationship Banker
Builds
Consumer and business banking accounts and relationships
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
Spanish (business-level), English (business-level), relationship building, proactive outreach, digital product education, account opening, credit application processing, regulatory compliance (NMLS/S.A.F.E. Act)
Preferred skills
Sales campaign experience, digital self-service technology usage, financial services industry experience
Technologies
Digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Engage clients via in-person, appointment, and virtual channels to assess banking needs; Open new consumer and business accounts and process service requests; Educate clients on digital products and services; Recommend deposit and loan solutions based on customer goals; Maintain working knowledge of banking products and policies.
Seniority
Mid-level IC