Relationship Banker, Boylston Street, Boston, MA
Core
Trusted advisor serving as a sales and relationship manager for banking, lending, and investment products to drive branch sales targets and customer loyalty.
Role type
Senior IC 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, consultative selling, customer service, digital tool proficiency, risk identification, compliance adherence
Preferred skills
Bachelor's degree in related field, Microsoft Office proficiency
Technologies
digital platforms, Microsoft Office
Responsibilities
Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Foster customer loyalty by addressing concerns and providing timely resolutions. Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
Seniority
Mid-level, hands-on IC