Senior Banker II - Lafayette Promenade
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, Product recommendation, Regulatory compliance, Self-service technology training, Risk management
Preferred skills
Sales experience, Financial center experience, Spreadsheet proficiency
Technologies
Microsoft applications, Laptop technology, Self-service technologies
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; Adhere to established processes and regulatory requirements.
Seniority
Junior to Mid-level, hands-on IC