Senior Banker II
Core
Uncover personal banking needs for individual and small business clients, offering appropriate solutions and connecting them to specialists.
Role type
Senior IC relationship banker
Builds
Consumer and small business banking products and services
Domain
Retail banking
Deliverable
product features
Required skills
Client relationship building, Financial needs analysis, Banking product knowledge, Regulatory compliance, Self-service technology training, Risk management
Preferred skills
Notary commission, Financial center experience, Retail sales experience, Microsoft applications proficiency
Technologies
Self-service technologies, Microsoft applications
Responsibilities
Build and deepen client relationships by uncovering financial needs and recommending products, Respond to customer inquiries and create customized solutions, Introduce and fulfill banking products (checking, savings, credit cards, loans), Quote rates and terms for banking solutions, Manage risk in business transactions, Assist and train clients on self-service technologies
Seniority
Junior, hands-on IC
