The Senior Banker serves as a first point of contact for financial center clients, uncovering the personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients with specialists. The role deepens client relationships through platform services, supports clients with self-service and transactional activities, and delivers exceptional client care. It also includes proactively contacting clients through outbound calls and completing consistent follow-up routines. The position is based in an in-office financial center environment. The Senior Banker partners with teammates to provide consumer and small business solutions, services, and strategies, and helps clients navigate their financial priorities. The role requires following established processes, laws, and guidelines while carrying out activities such as account opening, account maintenance, and Digital Assisted Shopping. Spanish bilingual ability is required.
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Job Type
Full-time
Career Level
Senior
Education Level
High school or GED