Senior Banker
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
Client relationship management, Self-service technology support, Account opening and maintenance, Regulatory compliance, Outbound client engagement, Financial product knowledge
Preferred skills
Notary commission, Financial center experience, Retail sales experience, Spreadsheet proficiency
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 established processes and laws, Manage client interactions and regulatory requirements
Seniority
Entry-level to Mid-level, hands-on IC