Retail Relationship Banker
Core
Proactively engage customers and prospects to identify financial needs, recommend tailored solutions (everyday banking, investments, lending, home financing), and resolve issues to deliver a personalized customer experience.
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, digital banking guidance
Preferred skills
Financial services experience, social media and mobile tool proficiency, marketing program integration
Technologies
Tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Conduct needs assessments and recommend tailored financial solutions; support customer transactions and resolve issues; apply risk management frameworks to protect assets; make credit recommendations for personal lending; identify and report suspicious activity; maintain knowledge of products and regulatory requirements.
Seniority
Mid-level, hands-on IC