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Relationship Banker
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Full-time
- Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.
- Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP
- Onboard new customers through customer outreach (regardless of available channel, and individual who opened account)
- Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
- High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experienceOR
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