Senior Consumer Relationship Banker - Homewood Independence Plaza Branch
Core
Senior Consumer Relationship Banker meeting with customers in person and on the phone to determine financial needs and proactively offering appropriate products, services, and guidance to achieve financial goals.
Role type
Senior IC consumer relationship banker
Builds
Customer relationships and financial solutions for Preferred Banking Households
Domain
Banking / Consumer Finance
Deliverable
client delivery
Required skills
proactive customer needs identification, outbound calling, relationship management, financial product education, cash handling, digital banking guidance, regulatory compliance
Preferred skills
Bachelor's degree, life insurance licensing
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook), digital banking platforms
Responsibilities
Achieve individual and branch targets by identifying customer needs and providing advanced guidance; Conduct outbound phone calls to expand and acquire Preferred Banking relationships; Serve as primary relationship manager for a portfolio of Preferred Banking Households; Educate customers on Consumer and Business products including loans, deposits, annuities, and life insurance; Provide optimal customer experience including branch transactions and issue resolution; Support team development as a subject matter expert for junior bankers
Seniority
Senior, hands-on IC