Preferred Banker
Core
Managing a portfolio of high-value customers across multiple branches by proactively identifying financial goals and recommending deposit, loan, and investment products.
Role type
Senior IC preferred banker (relationship management & sales)
Builds
Customer relationships and bank revenue through deposits, lending, and investments
Domain
Banking / Financial Services
Required skills
deposit products, consumer/home lending, investments, credit management, sales, relationship management, regulatory compliance
Preferred skills
driving sales, managing a book of business, building and retaining relationships, banking acumen, presentation skills, technology comfort
Technologies
online banking, mobile banking, ATM banking
Responsibilities
Proactively identify opportunities to grow customer relationships via portfolio management, appointments, and outside calling; Educate customers on optimizing bank technology; Maintain knowledge of all products, services, and policies; Adhere to operational, security, risk, and regulatory policies.
Seniority
Mid-level, hands-on IC