Senior Consumer Relationship Banker - Military 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, with a focus on acquiring and deepening relationships with Preferred Banking Households.
Role type
Senior Consumer Relationship Banker
Builds
Customer relationships and financial solutions for affluent households
Domain
Banking / Consumer Finance
Deliverable
client delivery
Required skills
Proactive customer acquisition, relationship management, financial product knowledge, outbound calling, cash handling, digital banking education, regulatory compliance
Preferred skills
Bachelor's degree, sales experience
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook), digital banking platforms
Responsibilities
Achieve individual and branch targets by identifying customer needs; conduct outbound calls to expand relationships; serve as primary relationship manager for Preferred Banking Households; educate customers on loans, deposits, annuities, and life insurance; resolve customer issues; support team development as a subject matter expert.
Seniority
Senior, hands-on IC