Relationship Banker II - Chalkville Branch - Birmingham AL
Core
Meet with customers and prospects in person and on the phone to determine financial needs and proactively offer appropriate products and services.
Role type
retail relationship banker
Builds
consumer and business banking products and services
Domain
banking / financial services
Deliverable
product features
Required skills
customer needs identification, outbound calling, cash handling, digital banking education, regulatory compliance
Preferred skills
life insurance licensing, 1 year of cash-handling or customer service experience
Technologies
mobile banking, online banking, ATM systems
Responsibilities
Achieve branch targets by identifying customer needs and providing guidance; conduct outbound calls to expand relationships; educate customers on loan and deposit products; process transactions and resolve customer issues; refer complex cases to internal experts.
Seniority
entry-level IC