Senior Consumer Relationship Banker - Madison Street Huntsville 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 solutions for affluent households
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Proactive customer acquisition, relationship management, financial product knowledge, outbound calling, cash handling, digital banking education, regulatory compliance
Preferred skills
Bachelor's degree, life insurance licensing
Technologies
Microsoft Office, mobile banking platforms, online banking, ATM systems
Responsibilities
Achieve individual and branch targets for Preferred Banking Households, conduct outbound calls to expand relationships, serve as primary relationship manager for a portfolio, educate customers on loans, deposits, annuities, and life insurance, provide optimal customer experience including transaction processing, resolve customer issues, support junior bankers, adhere to bank processes and laws
Seniority
Senior, hands-on IC