Financial Relationship Banker - Elgin
Core
Retaining and growing consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and banking products.
Role type
Financial Relationship Banker
Builds
Consumer and business banking relationships
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
customer service, sales, relationship building, knowledge of deposit and loan products, regulatory compliance
Preferred skills
acumen in consumer lending and business lending, presentation skills, comfort with mobile and online banking technology
Responsibilities
resolving customer issues, proactively identifying opportunities to grow relationships through appointments and referrals, educating customers on bank technology, maintaining knowledge of products and policies
Seniority
Entry-level to Mid-level, individual contributor