Relationship Banker II Job Description Template
Our company is looking for a Relationship Banker II to join our team.
- Providing excellent customer service and effectively resolving customer issues;
- Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships;
- Adhering to all operational, security, risk and regulatory policies and procedures;
- Being proficient in understanding and educating customers on consumer deposit products and consumer lending;
- Maintaining your knowledge of all products, services, technology and policies;
- Proactively driving sales through walk-in customers, pre-set appointments, referrals from customers and other branch colleagues and partners.
- 1 year of Business to Business sales experience;
- 2 years customer service and sales in banking, financial services or goal driven retail sales;
- Bachelor’s Degree Comfort with technology such as mobile services and online banking services are a plus;
- High School Diploma or GED;
- 1 year consumer and business deposit products – lending knowledge or.