Senior Consumer Relationship Banker (Delaware Branch)
Core
Meet with customers and prospects in person and on the phone to determine financial needs and proactively offer appropriate products, services, and guidance to achieve financial goals, with a focus on acquiring and deepening relationships with Preferred Banking Households.
Role type
Senior Consumer Relationship Banker
Builds
Consumer banking products, services, and guidance for Preferred Banking Households
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Proactive customer need identification, outbound sales calling, relationship management, financial product education, cash handling, digital banking solution promotion, issue resolution, regulatory compliance
Preferred skills
Bachelor's degree, NMLS registration
Technologies
Mobile banking platforms, Online banking, ATM systems, Microsoft Office (Excel, Word, PowerPoint, Outlook), NMLS Registry
Responsibilities
Achieve individual and branch targets by identifying customer needs and providing advanced guidance; Conduct outbound phone calls to expand and acquire Preferred Banking relationships; Serve as primary relationship manager for a portfolio of Preferred Banking Households; Educate customers on Consumer and Business products including loans, deposits, annuities, and life insurance; Provide optimal customer experience including greeting customers and processing transactions; Own and resolve customer issues; Support team development as a subject matter expert for junior bankers; Adhere to bank processes, laws, and regulations including operational risk management