Senior Relationship Banker - Arcade Branch
Core
Identify customer needs and provide proactive sales solutions for basic and complex financial products through branch interactions and outreach.
Role type
Senior Relationship Banker (Retail & Business)
Builds
Retail and business banking relationships, loan packages, and cross-sold product solutions.
Domain
Banking / Financial Services
Required skills
Portfolio management, outbound prospecting, loan structuring, KYC/CIP compliance, industry research, product education, community networking, liaison with business partners, consultative sales, regulatory compliance (SAFE Act).
Preferred skills
Notary public license, bilingualism, 3+ years financial services sales experience, Associate's degree.
Technologies
Internet user-level tools, fax, telephone systems, copiers, loan application systems.
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 for cross-selling retail products; adhere to compliance and operational risk controls; maintain internal control standards and audit points.
Seniority
Mid-level, hands-on IC