Senior Banker - 71st/Stony 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
product features
Required skills
Client relationship building, Self-service technology training, Account opening and maintenance, Outbound client outreach, Regulatory compliance, Time management
Preferred skills
Sales experience, Financial product knowledge, Microsoft applications proficiency
Responsibilities
Partner with teams to provide consumer and small business solutions, Assist and train clients on self-service technologies, 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