Senior Banker- Edinburg Financial Center- Spanish Language Preferred
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
Consumer and small business banking solutions, services, and strategies
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Account Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management, Cash Handling, Financial Services Knowledge
Preferred skills
Bilingual (Spanish)
Technologies
Self-service technologies
Responsibilities
Partner with teams to provide consumer and small business solutions; Assist and train clients on self-service transactions; Leverage resources to optimize client experience; Adhere to processes and regulatory requirements in account opening and maintenance; Manage client interactions and take best course of action.
Seniority
Entry-level to Mid-level (1 year sales experience required)