Relationship Banker II - Bypass 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
Relationship Banker
Builds
Consumer and Business banking products, services, and digital solutions
Domain
Retail Banking
Deliverable
client delivery
Required skills
cash handling, in-person communication, phone communication, digital banking education, transaction processing, operational risk reporting
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 calls to expand relationships; educate customers on loan, deposit, and digital products; process transactions and greet customers; resolve customer issues; refer complex cases to internal experts; manage cash and report operational risks.
Seniority
Entry-level to Junior