Relationship Banker II - Enterprise
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.
Role type
Relationship Banker II (Enterprise)
Builds
Consumer and Business banking products, services, and digital solutions
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer needs identification, outbound calling, cash handling, transaction processing, regulatory compliance, risk reporting
Preferred skills
Life Insurance License, 1 year of cash-handling/banking/customer service experience
Technologies
Mobile banking platforms, online banking, ATM systems
Responsibilities
Achieve branch targets by identifying customer needs and providing guidance; Conduct outbound phone calls to expand relationships and acquire new customers; Educate customers on loan, deposit, and digital solutions; Greet customers and process transactions; Resolve customer issues; Refer complex cases to internal experts; Manage and report operational risks
Seniority
Entry-level IC
