Relationship Banker 1 - Skokie Dempster
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
Client relationship building, proactive outreach, knowledge of consumer and business banking products, digital product education, account opening, credit application processing
Preferred skills
Proven ability to build client relationships, effective client communication, knowledge of bank policies, customer service, experience with self-service technologies, financial services industry experience
Technologies
Digital banking platforms, self-service technologies
Responsibilities
Engage clients via in-person, appointment, and virtual channels; assess banking needs and recommend solutions; maintain working knowledge of banking products; process transactions and service requests; develop partnerships with branch team members; educate clients on digital products.
Seniority
Entry-level to Junior (<4 years experience)