Sr. Relationship Banker - Biltmore
Core
Build and foster relationships with clients by assessing banking needs, processing account information, and recommending deposit and loan solutions.
Role type
Senior Relationship Banker
Builds
Consumer and business banking accounts, credit applications, and financial solutions
Domain
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, self-service technology demonstration, advanced retail product knowledge
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Engage clients via in-person, appointment, and virtual channels to provide financial counsel; Identify and recommend tailored banking solutions based on customer goals; Maintain working knowledge of consumer and business banking products; Process basic transactions and open new accounts; Collaborate with branch team members to optimize client experience.
