Senior Banker - Medfield Financial Center
Core
First point of contact for financial center clients, uncovering personal banking needs for individuals and small businesses, and connecting them to specialists.
Role type
Senior Banker (Financial Center)
Builds
Consumer and small business banking solutions and strategies
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Sales experience, Client relationship management, Self-service technology training, Regulatory compliance, Notary commission, Time management
Preferred skills
Associate's or Bachelor's Degree in business/finance, Financial center experience, Retail/sales experience in incentive environment, Knowledge of banking products
Technologies
Self-service technologies, Microsoft applications, Laptop technology
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 laws for account maintenance, Manage client interactions and regulatory requirements
Seniority
Senior, hands-on IC