Relationship Banker - New Haven
1 week ago

Job summary
Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. 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)).
- Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs based discussion on financial goals.
- Identify financial needs of customers and present all appropriate product service options by working cooperatively with appropriate internal business partners.
Job description
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