Relationship Banker II - Anthem at Merrill Safeway - Florence, AZ
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
Sales campaign experience, digital self-service technology proficiency, financial services industry experience
Technologies
Digital banking platforms, self-service technologies
Responsibilities
Engage clients via in-person, appointment, and virtual channels; assess customer banking needs; recommend deposit and loan solutions; open new accounts; complete service requests; submit credit applications; educate clients on digital products.
Seniority
Mid-level IC