Senior Banker - Amber Creek Financial Center
Core
First point of contact for financial center clients, uncovering personal banking needs for individuals and small businesses, offering solutions, and connecting clients to specialists.
Role type
Senior Banker (Financial Center)
Builds
Personal banking solutions and client relationships
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Sales experience, Client relationship management, Outbound calling, Financial product knowledge, Time management, Notary commission
Preferred skills
Associate's or Bachelor's degree in business/finance, Experience meeting/exceeding financial center goals, Retail sales experience, Microsoft applications proficiency
Technologies
Microsoft applications, Laptop technology
Responsibilities
Serve as first point of contact for clients, Uncover personal banking needs, Offer appropriate banking solutions, Connect clients to specialists, Conduct outbound calls, Support self-service activities, Provide exceptional client care
Seniority
Entry-level to Mid-level (1+ year experience or internal equivalent)