Senior Banker - Transit Road Financial Center
Core
First point of contact for financial center clients, uncovering personal banking needs for individuals and small businesses, offering solutions, and connecting clients 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 training, Account opening and maintenance, Outbound sales and follow-up, Regulatory compliance, Time management
Preferred skills
Associate's or Bachelor's degree in business/finance, Prior financial center experience, Knowledge of banking products, Microsoft applications proficiency
Technologies
Self-service technologies, Digital Assisted Shopping platforms, 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 established processes and laws for account activities, Manage client interactions and regulatory requirements
Seniority
Entry-level to Mid-level, hands-on IC