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