Retail Relationship Banker
Core
Proactively engage customers and prospects to identify financial needs, recommend tailored solutions (everyday banking, investments, lending, home financing), and deliver exceptional service within a branch environment.
Role type
Retail Relationship Banker
Builds
Personal banking products, lending solutions, and home financing for individual and small business customers.
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
Needs-based assessment, consultative sales, credit recommendation, risk management framework application, regulatory compliance, customer relationship building, financial product knowledge
Preferred skills
Experience in financial services, social media and digital tools proficiency, problem-solving, adaptability to varying shifts
Technologies
Tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Conduct needs assessments to identify financial solutions, offer advice on digital banking options, support customer transactions, generate appointments and build community relationships, resolve issues from credit audits, apply risk management frameworks, make credit recommendations for personal lending, identify suspicious activity patterns, maintain knowledge of market trends and regulations
Seniority
Entry to Mid-level, hands-on IC