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7 Jun 2022

Full-Time Dedicated Relationship Banker

adalexym – Posted by adalexym Apple Valley, Minnesota, United States

Job Description

A Dedicated Relationship Banker is a seasoned professional who manages an assigned portfolio of high value consumer and business customers. Your success is driven by your high degree of proficiency in consumer and business deposit products, consumer/home lending, business lending, investments and credit management so that you may build consumer and business relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

Your responsibilities include:

  • Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, 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 knowledge of all products, services, technology and policies to provide the best service to customers.
  • Accurately and efficiently assist on an as needed basis customer transactions while providing exemplary customer service.
  • Adhering to all operational, security, risk and regulatory policies and procedures.
  • Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation.

Required Qualifications:

  • High School Diploma or GED
  • 3 years customer service and sales in banking, financial services or goal driven retail sales, of which 2 years should have an emphasis on investment or business lending and business sales experience
  • FINRA Licenses (required): Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE – Securities Industry Essentials

How to Apply

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Job Categories: LGBT. Job Types: Full-Time. Salaries: 60,000 - 80,000.

Job expires in 67 days.

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