Banking Center Senior Relationship Banker, Old Lyme, CT
Core
Senior Relationship Banker responsible for achieving sales, service, and operation goals for a Banking Center, including coaching staff and managing client relationships.
Role type
Senior IC relationship banker (branch operations)
Builds
Banking Center sales, customer service, and operational performance
Domain
Banking / Financial Services
Required skills
sales, customer service, banking operations, coaching, compliance, lead management, networking
Preferred skills
supervisory experience, advanced degree, travel
Technologies
Salesforce
Responsibilities
Assist Banking Center Manager with sales, service, P&L, operations, and employee development; assume responsibility for the banking center in the Manager's absence; achieve/exceed individual sales, service & operations targets; process routine banking transactions and prepare client applications; build COIs by networking and prospecting; use lead management tools to document activities; support segmentation strategy with existing clients; assist with audits and operational standards; provide mentorship and guidance to colleagues.
Seniority
Senior, hands-on IC