Sr. Relationship Banker - Blakeney
Core
Build and foster relationships with clients through proactive outreach to provide counsel on deposit and loan products and services.
Role type
Senior Relationship Banker
Builds
Consumer and business banking accounts, credit applications, and financial solutions
Domain
Retail Banking
Deliverable
client delivery
Required skills
proactive outreach, relationship building, financial needs assessment, product knowledge, digital product education, credit application processing, client communication
Preferred skills
sales campaign experience, digital self-service technology proficiency, advanced recommendation skills, financial services industry experience
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, submit credit applications, educate clients on digital products, develop collaborative partnerships with branch team members, recommend solutions based on customer goals