Retail Relationship Banker
Core
Proactively engage customers and prospects to assess needs and provide tailored financial solutions including everyday banking, retail investments, lending, and small business services.
Role type
Retail Relationship Banker
Builds
Personal banking products, lending solutions, and small business services for individual and small business customers.
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
consultative sales, needs assessment, credit analysis, risk management, regulatory compliance, customer relationship building, financial product knowledge
Preferred skills
experience in financial services, social media and digital tools proficiency, community engagement
Technologies
tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Conduct needs-based assessments to identify financial solutions; recommend tailored products for sales and service needs; support customer transactions; generate appointments and build new community relationships; resolve issues from credit audits and quality checks; apply risk management frameworks to protect assets; make credit recommendations for personal lending; identify and report suspicious activity related to money laundering; maintain knowledge of legal and regulatory requirements.
Seniority
Mid-level, hands-on IC