Relationship Banker
Core
Identify customer needs and provide proactive basic sales solutions through outreach, lobby management, and servicing for retail and business customers.
Role type
Relationship Banker (Retail Sales & Customer Service)
Builds
Retail banking products and services for individual and business customers
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
customer outreach, sales process execution, risk management (KYC/CIP), customer profiling, appointment scheduling, compliance adherence, financial product knowledge
Preferred skills
Notary public license, bilingualism
Technologies
telephone systems, fax, copier, internet user-level technology
Responsibilities
Conduct customer assessments and profiling for sales opportunities, execute outbound calling and follow-ups, onboard new customers, schedule and hold weekly appointments, perform customer servicing interactions, adhere to compliance and operational risk controls
Seniority
Entry-level, hands-on IC