Senior Consumer Relationship Banker - Dalton Main Branch
Core
Meet with customers and prospects in person and on the phone to determine financial needs and proactively offer appropriate products, services, and guidance to achieve financial goals, with a focus on acquiring and deepening relationships with Preferred Banking Households.
Role type
Senior Consumer Relationship Banker
Builds
Customer relationships and financial solutions for affluent households
Domain
Banking / Consumer Finance
Deliverable
client delivery
Required skills
Proactive customer acquisition, complex financial product knowledge, outbound sales, relationship management, cash handling, digital banking education
Preferred skills
Bachelor's degree, life insurance licensing
Technologies
Microsoft Office, mobile banking platforms, online banking, ATM systems
Responsibilities
Achieve individual and branch targets for Preferred Banking Households, conduct outbound calls to expand relationships, serve as primary relationship manager for a portfolio, educate customers on loans, deposits, annuities, and life insurance, resolve customer issues, support junior bankers as a subject matter expert
Seniority
Senior, hands-on IC