Relationship Banker
$46,959–$78,279 year
On-site · Manchester, New Hampshire, United States
Job Summary
The Relationship Banker identifies customer needs and provides proactive sales solutions, focusing on customer outreach and referral of complex needs to appropriate team members. Key responsibilities include managing customer relationships through assessments, profiling sales opportunities, opening accounts, and conducting lead-focused outbound calls. The role entails completing research on customer profiles, proposing relevant products, onboarding new customers, and adhering to compliance standards. Required qualifications include a high school diploma/GED, relevant retail sales experience, strong communication skills, and the ability to work cooperatively. Preferred qualifications include an associate's degree and a notary public license.
Required Qualifications
- High school diploma or equivalent (GED)
- Minimum of 2 years proven retail sales, call center, customer service, and/or telesales experience OR a minimum of 1 year proven proactive sales experience
- Strong verbal communication and interpersonal skills
- Proven ability to demonstrate exceptional customer service
- Well-organized individual with time management and prioritization skills
- Demonstrated financial services product knowledge
- Ability to communicate with tact and diplomacy with internal and external customers
- Proficient with internet user-level technology
Desired Qualifications
- Associates degree
- Notary public license
- Bilingual based on branch needs
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