Senior Personal Banker - Home Borrowing

Create a consistent, exceptional customer experience in the branch with a specialty focus on home borrowing advice and real estate secured lending products. Ask thoughtful questions to uncover customer needs, own solutions that align to mandate, and bring in an expert for needs outside your capability. Act as a subject matter expert for both customers and colleagues regarding personal and business banking products, policies, and procedures. Maintain a professional branch environment while engaging in proactive customer outreach via phone and email to discuss portfolio updates and additional opportunities. Ensure documentation is accurate, reflects customer intentions, and is retained in accordance with business policies.