Relationship Banking Associate
Core
Deliver high-quality customer service, process routine banking transactions, and identify sales opportunities for internal and external customers.
Role type
Associate relationship banking specialist
Builds
Customer satisfaction and sales referrals
Domain
Banking / Consumer Finance
Required skills
Transaction processing, customer service, sales identification, account opening support, problem solving, computer proficiency
Responsibilities
Process routine and non-routine teller transactions accurately; identify customer needs and refer sales opportunities to business partners; support new deposit account openings; resolve customer issues and complaints; participate in community events supporting the Community Reinvestment Act (CRA).