Senior Consumer Relationship Banker - Brentwood Way Branch
Core
Acquiring and deepening relationships with affluent Preferred Banking Households by offering complex financial solutions including wealth management, investments, lending, and debt consolidation.
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
Financial needs analysis, outbound sales, relationship management, product education (loans, deposits, insurance), digital banking guidance, cash handling, regulatory compliance
Preferred skills
Bachelor's degree, prior banking or sales experience
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 financial products, resolve customer issues, support junior bankers, manage branch transactions
Seniority
Senior, hands-on IC