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Senior Banker
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Full-time
- This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
- Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
- Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
- Assists, educates, and trains clients on conducting simple transactions through self-service technologies
- Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
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