Senior Consumer Relationship Banker - Belle Forest 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 portfolios for affluent households
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Relationship building, sales, customer service, financial product knowledge, outbound calling, cash handling, digital banking education
Preferred skills
Bachelor's degree, NMLS registration, Life Insurance license
Technologies
Microsoft Office, mobile banking platforms, online banking, ATM systems
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 junior bankers as a subject matter expert.
Seniority
Senior, hands-on IC