Relationship Banker II
Core
Build and foster relationships with clients by assessing banking needs, processing account information, and recommending deposit and loan solutions.
Role type
Retail relationship banker
Builds
Consumer and business banking accounts, credit applications, and financial solutions
Domain
Financial services / Retail banking
Deliverable
product features
Required skills
proactive client outreach, financial needs assessment, digital product education, account opening, credit application processing, regulatory compliance (NMLS/SAFE Act)
Preferred skills
sales campaign experience, digital self-service technology proficiency, advanced recommendation skills, financial services industry experience
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Engage clients via in-person, appointment, and virtual channels; identify and recommend financial solutions; maintain knowledge of consumer and business banking products; process transactions and service requests; educate clients on digital products; collaborate with branch teams.
Seniority
Mid-level, hands-on IC