Relationship Banker II - Ray Rd. - Phoenix, AZ
Core
Build and foster relationships with clients through proactive outreach to provide counsel on deposit and loan products, open accounts, and process credit applications.
Role type
Relationship Banker
Builds
Consumer and business banking accounts, deposits, and loans
Domain
Retail Banking
Deliverable
product features
Required skills
Proactive client outreach, financial needs assessment, account opening, credit application processing, digital product education, regulatory compliance (NMLS/SAFE Act)
Preferred skills
Sales campaign experience, self-service technology proficiency, advanced recommendation skills, financial services industry experience
Technologies
Digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Greet clients and process basic transactions, identify solutions based on customer needs, educate clients on digital products, develop partnerships with branch team members, submit credit applications, maintain knowledge of banking policies and procedures