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
Retail Banking
Deliverable
client delivery
Required skills
sales experience, relationship management, self-service technology training, regulatory compliance, critical thinking, time management, notary commission
Preferred skills
associate's or bachelor's degree in business/finance, experience meeting/exceeding financial goals, knowledge of banking products, Microsoft applications proficiency
Technologies
self-service technologies, laptop technology, Microsoft applications
Responsibilities
Partner with teams to provide consumer and small business solutions; assist and train clients on self-service transactions; optimize client experience using available resources; adhere to processes and laws in account opening and maintenance; manage client interactions to meet bank and client needs
Seniority
Entry-level to Mid-level, hands-on IC