Senior Banker II
Core
Uncover personal banking needs for individual and small business clients, offer appropriate solutions, and connect clients to specialists.
Role type
Senior Banker II (relationship banking)
Builds
Consumer and small business banking solutions, services, and strategies
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
Client relationship building, financial needs analysis, product recommendation, regulatory compliance, self-service technology training, risk management, solution quoting
Preferred skills
Financial center experience, retail/sales experience in incentive environments, knowledge of banking products, spreadsheet proficiency
Technologies
Self-service technologies, Microsoft applications, laptop technology
Responsibilities
Build and deepen client relationships by uncovering financial needs and recommending products; Respond to customer inquiries and create customized solutions; Introduce and fulfill banking products (checking, savings, credit cards, loans); Quote rates and terms for banking solutions; Manage risk in business transactions; Assist and train clients on self-service transactions; Adhere to established processes and regulatory guidelines
Seniority
Mid-level, hands-on IC
