Financial Relationship Banker, Seven Fields

Job description

Description A Relationship Banker plays a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Your responsibilities include: - Providing excellent customer service and effectively resolving customer issues. - Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners. - Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. - Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) - Maintaining your knowledge of all products, services, technology and policies. - Adhering to all operational, security, risk and regulatory policies and procedures. - Demonstrating acumen in sales, customer service, relationship management, banking, consumer lending,...