Senior Banker - Escondido-Oceanside area
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 / Personal Finance
Deliverable
client delivery
Required skills
sales experience, relationship building, self-service technology training, regulatory compliance, account management, prospecting, referral management, time management
Preferred skills
associate's or bachelor's degree in business/finance, retail/sales experience in incentive environments, 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; leverage resources to optimize client experience; adhere to processes and laws for account opening and maintenance; manage client interactions and regulatory requirements
Seniority
Entry-level to Mid-level, hands-on IC