Relationship Banker - Manchester, CT
Core
Identify customer needs and provide proactive sales solutions for basic and complex needs through retail and business sales interactions.
Role type
Relationship Banker (Retail & Business Banking)
Builds
New and existing customer banking relationships, loan applications, and cross-sold retail products
Domain
Banking / Financial Services
Required skills
Portfolio management, outbound prospecting, loan structuring, KYC/CIP compliance, industry research, product explanation, community networking, liaison with business partners, consultative sales, SAFE Act registration
Preferred skills
Associates degree, Notary public license, 3+ years financial services sales experience, bilingual communication
Technologies
Internet user-level technology, fax, telephone system, copier
Responsibilities
Develop new customer relationships, evaluate financing requests, research industry knowledge, explain products and services, attend networking events, build Centers of Influence relationships, act as liaison for cross-selling, perform basic sales duties, solicit new business via outbound calling, maintain SAFE Act registration, adhere to compliance controls
Seniority
Entry-level to Mid-level, hands-on IC