The Relationship Banker II meets with customers and prospects in person and by phone to identify financial needs and offer appropriate products, services, and guidance to help them achieve their financial goals. The role is suited to candidates with retail or sales experience who are interested in career growth and development. The successful candidate is individually driven and competitive, works effectively as part of a team, and has strong communication and customer-needs identification skills. The position works toward branch targets and goals, builds customer relationships, acquires new customers through outbound calls, and educates customers about consumer and business banking products, services, and digital banking options. It also involves delivering a consistent customer experience, resolving customer issues, referring complex needs to internal experts, and following bank procedures and applicable regulations. The role requires NMLS registration and is eligible for overtime and incentive compensation.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED