Retail Relationship Banker
Core
Proactively engage customers and prospects to assess needs, recommend tailored financial solutions (everyday banking, investments, lending, home financing), and drive business growth through consultative sales and service.
Role type
Retail Relationship Banker (Sales & Service)
Builds
Personal banking products, lending solutions, and small business financial services for individual and small business customers.
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
Needs-based financial assessment, consultative sales, credit recommendation, regulatory compliance, risk management, customer relationship building, digital banking guidance
Preferred skills
Experience in financial services, knowledge of retail investments and lending products, proficiency with digital tools and social media
Technologies
Tablets, smartphones, online banking tools, social media platforms
Responsibilities
Conduct needs assessments to identify financial solutions, generate appointments and build new community relationships, resolve consumer credit audit issues, apply risk management frameworks to protect assets, make credit recommendations for personal lending, identify suspicious activity patterns, integrate marketing promotions into customer conversations
Seniority
Entry to Mid-level, hands-on IC