CareerPlanGet AI match score →

Senior Banker - Midway - Minnesota East Market

Saint Paul💼 Full-time🗓 2023-08-24 → 2026-07-31

Core

Uncover personal banking needs for individual and small business clients via phone or in-person, offering financial solutions and connecting them to specialists.

Role type

Senior Banker (Retail Banking)

Builds

Client relationships and transactional support within a financial center

Domain

Retail Banking / Personal Finance

Deliverable

client delivery

Required skills

sales experience, client relationship management, self-service technology training, regulatory compliance adherence, outbound calling, notary commission

Preferred skills

associate's or bachelor's degree in business/finance, retail/sales experience in incentive environments, financial product knowledge, MS applications proficiency

Technologies

self-service technologies, Client Management Process, MS applications

Responsibilities

Partner with teammates to deliver advice on life priorities, assist clients in lobby on self-service transactions, execute outbound calls and follow-up routines, adhere to operational compliance policies

Seniority

Individual Contributor

Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.
Apply on Workday ↗