Retail Relationship Banker
Core
Proactively engage customers and prospects to identify financial needs and provide tailored advice on banking, lending, and investment solutions.
Role type
Retail Relationship Banker
Builds
Personal banking relationships, lending portfolios, and retail investment accounts
Domain
Retail Banking / Consumer Finance
Deliverable
client delivery
Required skills
consultative sales, needs assessment, credit analysis, risk management, regulatory compliance, relationship building
Preferred skills
bilingual (English/Spanish), social media proficiency, tablet/smartphone usage, experience in financial services
Technologies
digital banking platforms, lending applications, social media tools
Responsibilities
Conduct needs assessments to recommend tailored financial solutions; make credit recommendations for personal lending; resolve issues from consumer credit audits; identify and report suspicious activity; apply risk management frameworks to protect assets; integrate marketing promotions into customer conversations.
Seniority
Mid-level, hands-on IC