Bilingual Senior Relationship Banker
Core
Proactively identify sales opportunities and manage portfolios for basic and complex customer needs through retail and business sales interactions.
Role type
Senior IC relationship banker
Builds
Customer relationships and loan applications
Domain
Banking / Retail & Business Sales
Required skills
Portfolio management, outbound prospecting, loan structuring, KYC/CIP compliance, industry research, cross-selling, consultative sales, regulatory registration (SAFE Act)
Preferred skills
Notary public license, financial services sales experience, associates degree
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 customer assessments and profiling, attend community networking events, act as liaison with business partners, meet SAFE Act registration requirements, adhere to compliance and risk controls
Seniority
Senior, hands-on IC