Preferred Banker - Charlotte NC
On-site · United StatesNo visa sponsorship
Core
Manage a portfolio of high-value customers across multiple bank branches by proactively identifying financial goals and recommending deposit, loan, and investment products.
Role type
Senior IC preferred banker (retail banking)
Builds
Customer relationships and bank product adoption
Domain
Banking / Financial Services
Deliverable
product features
Required skills
deposit products, consumer/home lending, investments, credit management, sales, relationship management, banking regulations
Preferred skills
business lending, business sales, driving sales, managing a book of business, building and retaining relationships, presentation skills, technology comfort (mobile/online banking)