Relationship Banker, South Yarmouth, MA
Core
Trusted advisor to customers providing tailored banking, lending, and investment solutions while driving cross-selling and branch sales targets.
Role type
Retail Relationship Banker
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, consultative selling, customer service, digital tool proficiency, regulatory compliance
Preferred skills
Bachelor's degree in related field, Microsoft Office proficiency
Technologies
Digital banking platforms, Microsoft Office
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