Senior Consumer Relationship Banker - Fountain City Branch
Core
Acquiring and deepening relationships with affluent Preferred Banking Households by offering complex financial solutions including wealth management, investments, lending, and debt consolidation.
Role type
Senior Consumer Relationship Banker
Builds
Customer relationships and financial portfolios for affluent households
Domain
Retail Banking / Consumer Finance
Deliverable
client delivery
Required skills
Relationship building, sales, financial product knowledge, outbound calling, cash handling, digital banking guidance
Preferred skills
Bachelor's degree, life insurance licensing
Technologies
Microsoft Office, mobile banking platforms, online banking, ATM systems
Responsibilities
Conduct outbound calls to expand relationships, serve as primary relationship manager for affluent portfolios, educate customers on loans, deposits, annuities, and insurance, resolve customer issues, support junior bankers, process branch transactions
Seniority
Senior, hands-on IC