Relationship Banker - Storrs Mansfield, CT, United States
1 week ago
Overview:
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.
Primary Responsibilities:
- 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 clients banking relationship transition based discussion financial goals.
Job description
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