Relationship Banker II – ID-McCall
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, account opening, credit application processing, digital product education, regulatory compliance (NMLS/S.A.F.E. Act)
Preferred skills
sales campaign experience, digital self-service technology proficiency, financial services industry experience
Technologies
digital banking platforms, self-service technologies
Responsibilities
Greet clients and process basic transactions, identify client financial needs, recommend banking solutions, maintain working knowledge of banking products, develop partnerships with branch team members
Seniority
Mid-level IC