Relationship Banker II - Bonita Lakes
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
Retail relationship banker
Builds
Customer relationships and sales of consumer and business banking products
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Customer needs identification, outbound calling, cash handling, digital banking education, regulatory compliance
Preferred skills
Life Insurance License, 1 year of cash-handling/banking/customer service experience
Technologies
Mobile banking, online banking, ATM systems
Responsibilities
Achieve branch targets by identifying customer needs; Conduct outbound phone calls to expand relationships; Educate customers on loan and deposit products; Provide optimal customer experience including transaction processing; Resolve customer issues; Refer complex cases to internal experts.
Seniority
Entry-level IC