Bilingual Spanish Relationship Banker- Manassas VA
Core
Identify customer needs and provide proactive basic sales solutions through outreach, lobby management, and servicing interactions for retail and business customers.
Role type
Relationship Banker (Retail/Branch)
Builds
Retail banking products and services for individual and business customers
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Relationship management, sales process execution, risk management (KYC/CIP), customer profiling, outbound calling, appointment scheduling, compliance adherence, financial product knowledge, bilingual communication (Spanish/English)
Preferred skills
Associates degree, Notary public license
Technologies
Internet user-level technology, fax, telephone system, copier
Responsibilities
Conduct customer assessments and profiling for sales opportunities, execute sales process including pre-call planning and follow-up, manage lobby interactions and customer flow, onboard new customers, perform customer servicing, adhere to Federal SAFE Act and regulatory standards, maintain internal control standards
Seniority
Individual Contributor, entry to mid-level