Relationship Banker I - Pearl
Core
Provide exceptional customer service on the cash line and via phone, process transactions, and educate customers on digital banking solutions to improve their financial wellness.
Role type
Entry-level relationship banker (cash line & phone)
Builds
Customer relationships and transactional services for retail banking customers
Domain
Retail Banking
Deliverable
product features
Required skills
Cash handling, in-person and phone communication, basic computer literacy, ability to stand/walk for extended periods, adherence to banking policies
Preferred skills
Prior banking or customer service experience, sales experience
Responsibilities
Process deposits, withdrawals, payments, and other teller transactions; Answer customer inquiries and fulfill basic servicing requests; Educate customers on mobile, online, and ATM offerings; Conduct outbound calls to educate customers on emerging technology; Refer customers to internal experts for complex financial needs; Achieve branch targets by identifying customer needs