Senior Banker Financial Services

Position: Senior Banker for Financial Services
Join a leading financial institution as a Senior Banker, focusing on client relationships and banking needs assessment. This role is essential for providing tailored solutions for individual and small business clients.

In this position, you will be the first point of contact at financial centers, working to understand and address clients’ personal banking needs. Collaborate with teams to offer strategic services while ensuring that clients feel supported through every step of their banking experience. Your proactive communication and follow-ups will be critical to enhancing overall client satisfaction.

Key Responsibilities:

• Partner with financial teams to deliver tailored banking solutions

• Guide clients in using self-service transaction technologies

• Optimize client experiences through available resources

• Perform account openings and maintenance following regulations

• Adhere to established compliance and regulatory requirements

Requirements:

• At least one year demonstrated sales experience

• Strong client-focus with relationship management skills

• Excellent verbal and written communication skills

• Ability to work flexible hours, including weekends

• Must be flexible to obtain a notary commission if needed

Foster strong client relationships and enhance their banking experiences as a Senior Banker.
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