Senior Consumer Relationship Banker - Lake Mary 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 portfolios for affluent households
Domain
Retail Banking / Consumer Finance
Deliverable
client delivery
Required skills
Proactive customer acquisition, complex financial solutions sales, outbound calling, portfolio management, customer education on banking products, issue resolution, team collaboration
Preferred skills
Bachelor's degree, life insurance licensing
Technologies
Mobile banking platforms, online banking, ATM systems, Microsoft Office
Responsibilities
Conduct outbound calls to expand relationships, serve as primary relationship manager for a portfolio, educate customers on loans, deposits, annuities, and insurance, resolve customer issues, support junior bankers, adhere to banking regulations
Seniority
Senior, hands-on IC