Relationship Banker - Boca Raton, FL
3 weeks ago
Job summary
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources,Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Folows established processes and guidelines in daily activities to do what is right for clients and the bank adhering to all applicable laws an regulations
- Grows business knowledge network by partnering experts small business lending investments
- Manages center traffic appointments outbound calls effectively
Job description
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