Relationship Banker II
On-siteMemphis, Tennessee, United States
Memphis, Tennessee, United StatesOn-siteFull TimeLarge
Full TimeLarge
Job Summary
Build and retain client relationships by assessing financial needs, recommending bank products, and conducting daily outbound calling and business visits. Facilitate consumer loan requests, manage account openings and closures, and assist with transactional requests while ensuring compliance with BSA and CIP requirements. Meet established individual and branch goals through in-person and digital interactions, acting as a trusted advisor to help clients achieve their financial objectives.
Required Qualifications
- HS Diploma/GED
- Two years customer-facing and goal-oriented experience
- Registration with the National Mortgage Licensing System and Registry (NMLS) or ability to obtain an NMLS license after employment
- Ability to effectively motivate and present information in one-on-one and small group situations
- Embrace a team centric approach
- Ability to coach and lead the branch team according to process and protocol in the absence of an AFCM
- Ability to perform occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town)
- Ability to provide support and guidance at other banking institutions within the market
Desired Qualifications
- MS Office programs
- Understanding and utilization of social media platforms to help share brand awareness and obtain market knowledge
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