Relationship Banker East Park
Core
Serve as the primary point of contact for everyday banking needs, products, and services for consumers and businesses across all segments, including affluent customers, through scheduled appointments, lobby engagement, and proactive outreach.
Role type
Relationship Banker (SAFE)
Builds
Consumer and business customer relationships
Domain
Banking / Financial Services
Deliverable
product features
Required skills
proactive customer engagement, relationship acumen, consultative selling, digital adoption education, risk compliance adherence, cross-functional partnership
Preferred skills
book of business management, financial planning, complex financial needs assessment
Technologies
mobile banking platforms, self-service digital tools
Responsibilities
Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships; Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies; Partner with Wealth, Home Lending, and Business Banking teams to deliver integrated solutions; Champion digital adoption by educating customers on self-service and mobile banking options; Resolve account inquiries and service requests within authorized limits; Demonstrate risk excellence through accurate documentation and adherence to policies and regulations.
Seniority
Entry-level to Mid-level, hands-on IC