Relationship Banker II - Tacoma (72nd & Pacific), WA
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
Proactive client outreach, financial needs assessment, product knowledge (deposits/loans), digital product education, account opening, credit application processing
Preferred skills
Sales campaign experience, digital self-service technology proficiency, advanced recommendation skills
Technologies
Digital banking platforms, self-service technologies
Responsibilities
Greet clients and process basic transactions, identify solutions for new and existing clients based on needs, educate clients on emerging digital products, develop collaborative partnerships with branch team members, submit credit applications, maintain working knowledge of bank policies and procedures