Relationship Banker II - Southgate Sarasota Branch
Core
Meet with customers and prospects in person and on the phone to determine financial needs and proactively offer appropriate products and services to achieve their financial goals.
Role type
Retail relationship banker
Builds
Consumer and Business banking products and services
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer relationship building, outbound sales calling, cash handling, digital banking education, regulatory compliance
Preferred skills
Life Insurance licensing, bilingual English/Spanish, 1 year of cash-handling/banking experience, Bachelor's degree
Technologies
Mobile banking, online banking, ATM systems, NMLS registry
Responsibilities
Achieve branch targets by identifying customer needs, conduct outbound calls to expand relationships, educate customers on loan and deposit products, process transactions and greet customers, resolve customer issues, refer complex cases to experts, manage operational risks
Seniority
Entry-level IC