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 connections for individuals and small businesses
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
sales experience, relationship management, client care, outbound calling, solution identification, time management, notary commission
Preferred skills
associate's or bachelor's degree in business/finance, financial center experience, retail/sales experience, knowledge of banking products, Microsoft applications proficiency
Technologies
Microsoft applications, laptop technology
Responsibilities
serving as first point of contact for clients, uncovering personal banking needs, offering appropriate solutions, connecting clients to specialists, deepening client relationships through platform services, supporting clients with self-service or transactional activities, proactively connecting with clients through outbound calls, conducting consistent follow-up routines
Seniority
Entry-level to Junior (1 year experience or 6 months internal role)