Senior Relationship Banker - Pikesville
Core
Identify customer needs and provide proactive sales solutions for basic and complex retail and business banking needs.
Role type
Senior Relationship Banker
Builds
Retail and business banking relationships, loan applications, and cross-sold product solutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
portfolio management, loan structuring, KYC/CIP compliance, outbound prospecting, consultative sales, industry research, product knowledge (mortgage, HELOC, merchant services)
Preferred skills
Notary public license, bilingual communication, financial services sales experience
Technologies
Internet user-level technology, fax, telephone system, copier
Responsibilities
Develop new and retain existing customer relationships, evaluate financing requests and recommend loan structures, conduct outbound prospecting and follow-up calls, research industry knowledge, act as liaison with business partners for cross-selling, adhere to compliance and risk controls, maintain internal audit standards
Seniority
Mid-level, hands-on IC