Retail Relationship Banker
Core
Proactively engage customers and prospects to assess needs and provide tailored financial solutions including everyday banking, retail investments, lending, and small business services.
Role type
Retail Relationship Banker
Builds
Personal banking products, lending solutions, and small business services for individual and small business customers
Domain
Retail Banking
Deliverable
product features
Required skills
Needs-based financial assessment, consultative sales, credit analysis, regulatory compliance, risk management, customer relationship building, digital banking guidance
Preferred skills
Experience in financial services, knowledge of personal and small business customer needs, proficiency with digital tools and applications
Technologies
Tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Conduct needs assessments to identify financial solutions, make credit recommendations for personal lending, resolve consumer credit audit issues, apply risk management frameworks, identify suspicious activity patterns, integrate marketing promotions into customer conversations
Seniority
Entry to Mid-level, hands-on IC