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
Retail relationship banker (sales & service)
Builds
Retail banking products and services for branch 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, Associate's degree
Technologies
Internet user-level technology, fax, telephone system, copier
Responsibilities
Conduct customer assessments and profiling for sales opportunities, execute outbound calling and email outreach, onboard new customers, schedule and hold weekly appointments, perform customer servicing interactions, adhere to compliance and operational risk controls, maintain internal control standards
Seniority
Entry-level to Mid-level, hands-on IC