Relationship Banker, Downtown, Worcester, MA
Core
Trusted advisor to customers providing tailored banking, lending, and investment solutions while driving cross-selling and branch sales targets.
Role type
Relationship Banker (Retail Banking)
Builds
Banking products, lending solutions, and investment services for existing and prospective customers
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
Sales and cross-selling, relationship building, customer service, consultative selling, digital tool proficiency, regulatory compliance
Preferred skills
Bilingual Spanish, Microsoft Office proficiency
Responsibilities
Achieve sales targets by promoting banking products, prospect for new clients via networking and lead calling, resolve customer issues, educate customers on digital tools, ensure regulatory compliance, collaborate with team members to drive branch goals
Seniority
Mid-level, individual contributor