Senior Service Banker

Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs

Responds to customer inquiries and concerns, creating customized solutions

Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)

Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business)

Quotes rates, terms and programs for banking solutions

Manages risk in every business, product and service transaction leveraging available tools

Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs

Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities

Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping

Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Collaborates effectively to get things done, building and nurturing strong relationships

Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives

Confident in identifying solutions for helping new and existing clients based on their needs

Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)

Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances

Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Demonstrates expertise in building client relationships and providing tailored financial solutions, while adhering to regulatory requirements and optimizing the client experience through effective communication and problem-solving skills.

Financial Product Knowledge

ATS Optimization Keywords

Banking Products

Account Opening

Account Maintenance

Digital Assisted Shopping

Risk Management

Financial Solutions

Credit Card Services

Consumer Banking

Regulatory Compliance

Technology Platforms