Relationship Banker II - Ridgeland Branch
Core
Meet with customers and prospects in person and on the phone to determine financial needs and proactively offer appropriate products and services to achieve financial goals.
Role type
Retail banker (relationship management)
Builds
Consumer and Business banking products, loans, and deposits
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Cash handling, in-person and phone communication, digital banking education, customer needs identification, regulatory compliance
Preferred skills
Life Insurance License, 1 year of cash-handling/banking/customer service experience
Technologies
Mobile banking, online banking, ATM systems
Responsibilities
Achieve branch targets by identifying customer needs and providing guidance; Conduct outbound phone calls to expand relationships; Educate customers on loan, deposit, and digital solutions; Process transactions and resolve customer issues; Adhere to bank processes and laws including operational risk reporting