Banking Center Senior Relationship Banker, Derby, CT
Core
Lead sales, service, and operations for a Banking Center, stepping in as manager in absence, while coaching staff and managing client relationships.
Role type
Senior IC relationship banker (branch operations)
Builds
Banking Center operations and client portfolios
Domain
Banking / Financial Services
Deliverable
product features
Required skills
sales, customer service, P&L management, operations, coaching, networking, prospecting, lead management, compliance
Preferred skills
supervisory experience, advanced degree, travel
Technologies
Salesforce
Responsibilities
Achieve sales, service, and operations targets; assume branch management duties in Manager's absence; coach staff on cross-selling; process routine transactions and open accounts; network to build client relationships; manage leads and document activities; support audits and operational standards; mentor colleagues on sales processes.
Seniority
Senior, hands-on IC