Consumer Banker II
Core
Provide solution-based customer service and financial consultation over the phone to enhance relationships with existing consumers.
Role type
Inbound Consumer Banker
Builds
Customer retention and financial product adoption
Domain
Consumer Banking
Deliverable
client delivery
Required skills
consultative sales approach, financial need assessment, product knowledge, risk management, ethical decision making, verbal communication
Preferred skills
college degree, military experience
Technologies
NMLS, S.A.F.E. Act registration
Responsibilities
Create memorable customer experiences, uncover customer financial needs, tailor product recommendations, follow bank policies and risk procedures, collaborate with internal partners
Seniority
Entry-level to Junior