Relationship Banker II - Midland 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.
Role type
Retail relationship banker
Builds
Consumer and Business banking products, services, and digital solutions
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Customer relationship building, outbound sales, cash handling, digital banking education, regulatory compliance
Preferred skills
Life Insurance License, bilingual English/Spanish, 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, deposit, and digital products; Greet customers and process transactions; Resolve customer issues; Refer complex cases to internal experts.
Seniority
Entry-level to Mid-level