Relationship Banker, Canal St, NY
Core
Trusted advisor serving as a Relationship Banker to build long-lasting customer relationships and drive branch sales targets through tailored banking, lending, and investment solutions.
Role type
Senior IC relationship banker (retail banking)
Builds
Banking products, lending solutions, and investment products 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, risk identification, compliance adherence
Preferred skills
Mandarin or Cantonese fluency, Microsoft Office proficiency, prior Santander experience
Technologies
Digital banking platforms, Microsoft Office
Responsibilities
Achieve sales targets by promoting banking products, develop client relationships to understand financial needs, prospect for new clients via networking and lead calling, resolve customer issues to foster loyalty, educate customers on digital tools, ensure regulatory compliance, collaborate with team members to drive branch goals
Seniority
Mid-level, hands-on IC