Relationship Banker - Bilingual Spanish Required
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
Relationship Banker (Bilingual Spanish)
Builds
Consumer and small business banking solutions and strategies
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Bilingual Spanish, sales experience, account management, client solutions advisory, relationship building, business development, prospecting, referral management, problem solving, time management
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, Digital Assisted Shopping platforms, 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 regulatory requirements in account maintenance; manage client interactions to deliver best outcomes
Seniority
Entry-level to Junior, individual contributor