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
consultative sales, needs assessment, credit analysis, risk management, regulatory compliance, relationship building, financial product knowledge
Preferred skills
experience in financial services, digital banking tools, social media proficiency, problem-solving
Technologies
tablets, smartphones, online banking tools, mortgage licensing systems
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 compliance with legal and regulatory requirements.
Seniority
Mid-level, hands-on IC