Senior Banker II - 51st and Capitol Financial Center
Core
Uncover personal banking needs for individual and small business clients, offering appropriate solutions and connecting them to specialists.
Role type
Senior IC relationship banker
Builds
Consumer and small business banking solutions, services, and strategies
Domain
Banking / Personal Finance
Deliverable
product features
Required skills
Relationship building, Financial needs analysis, Product recommendation, Regulatory compliance, Self-service technology training, Risk management
Preferred skills
Notary commission, Financial center experience, Retail sales experience, Financial literacy
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 technologies; Adhere to established processes and regulatory requirements.
Seniority
Senior, hands-on IC