Bilingual Spanish Relationship Banker- Rockville MD
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
Builds
Retail banking products and services
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Spanish (fluent), English (fluent), retail sales, customer service, risk management, KYC, CIP, appointment scheduling, financial product knowledge
Preferred skills
Notary public license, 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 follow-ups, manage lobby interactions, onboard new customers, present product options, adhere to Federal SAFE Act registration requirements, maintain internal control standards
Seniority
Entry-level to Mid-level, hands-on IC