Relationship Banker II - Greenville Main
Core
Meet with customers and prospects in person and on the phone to determine financial needs and proactively offer appropriate products and services to achieve their financial goals.
Role type
retail relationship banker
Builds
consumer and business banking relationships
Domain
banking / financial services
Deliverable
client delivery
Required skills
customer needs identification, outbound calling, cash handling, digital banking education, regulatory compliance
Preferred skills
life insurance licensing, 1 year of cash-handling or customer service experience
Technologies
mobile banking, online banking, ATM systems
Responsibilities
achieve branch targets by identifying customer needs, conduct outbound calls to expand relationships, educate customers on loan and deposit products, resolve customer issues, refer complex needs to internal experts
Seniority
entry-level IC