Relationship Banker: Digital-first Financial Advisor

A top-performing Relationship Banker will serve as a digital-first financial advisor to foster long-term relationships with customers, understanding their unique needs and goals. This role requires strong communication skills, a proactive approach to client engagement, and at least three to four years of experience in retail banking.

Key Responsibilities:

  • Build and maintain strong customer relationships through regular communication and tailored financial advice
  • Analyze customer data to identify potential financial opportunities and provide relevant solutions
  • Collaborate with internal teams to ensure seamless service delivery and address any customer concerns

Requirements:

  • Bachelor's degree in Finance, Business, or related field
  • Minimum of three to four years of experience in retail banking
  • Strong communication and interpersonal skills
  • Ability to analyze complex data and make informed decisions
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