Senior Consumer Relationship Banker - Cowan Road 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, focusing on acquiring and deepening relationships with Preferred Banking Households.
Role type
Senior Consumer Relationship Banker (Retail Banking)
Builds
Consumer banking products, loans, deposits, annuities, life insurance, and wealth management solutions for Preferred Banking Households
Domain
Retail Banking / Consumer Finance
Deliverable
client delivery
Required skills
Proactive customer relationship management, outbound sales calling, financial needs analysis, product education (loans, deposits, insurance), cash handling, transaction processing, regulatory compliance
Preferred skills
Bachelor's degree, subject matter expertise for junior bankers
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook), digital banking platforms, NMLS registry
Responsibilities
Achieve individual and branch targets by identifying customer needs and providing advanced guidance; conduct outbound calls to expand relationships; serve as primary relationship manager for Preferred Banking Households; educate customers on consumer and business products; provide optimal customer experience including branch operations; resolve customer issues; support team development as a subject matter expert
Seniority
Senior, hands-on IC