Relationship Banker II - Erin Branch
Core
Meet with customers and prospects in person and on the phone to determine financial needs and offer appropriate products and services.
Role type
Retail banker
Builds
Consumer and Business banking products and services
Domain
Banking
Deliverable
product features
Required skills
Cash handling, In-person communication, Phone communication, Digital banking guidance, Customer relationship management, Regulatory compliance
Preferred skills
Life Insurance License, Bachelor's degree, 1 year of cash-handling/banking/customer service experience
Technologies
Mobile banking, Online banking, ATM systems
Responsibilities
Achieve branch targets by identifying customer needs and providing guidance, Conduct outbound phone calls to expand relationships, Educate customers on loan and deposit products, Educate customers on digital solutions, Greet customers and process transactions, Resolve customer issues, Refer customers to internal experts for complex needs
Seniority
Entry-level IC