Senior Banker - Bilingual Spanish Language Preferred
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 (Retail Banking)
Builds
Consumer and small business banking solutions and strategies
Domain
Retail Banking
Deliverable
client delivery
Required skills
sales experience, client relationship management, self-service technology training, regulatory compliance, account opening/maintenance, outbound calling, notary commission
Preferred skills
associate's or bachelor's degree in business/finance, retail/sales experience in incentive environment, financial product knowledge, Microsoft applications 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 processes and laws for account activities; manage client interactions and regulatory requirements
Seniority
Entry-level to Mid-level, hands-on IC