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Position LevelsThere are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients.
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Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Serve as a champion for the Premier business and subject matter expert, partner with new teammates to assist in upskilling and helping them achieve high quality advice delivery and client service.
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As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role.
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Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
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Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy. Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
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Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
$24.01 an hourPart-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.
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If you are passionate about providing top-notch service to your clients and have a proven track record of retaining and building your client list, please start your application today! We are seeking an experienced mortgage loan officer with strong marketing, communication, and analysis skills to join our team and assist loan applicants in securing the ideal mortgage for their new home purchase.
$75,000Full-timeExpandApply NowActive JobUpdated 21 days ago
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