Relationship Banker

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)
• 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 and service options by working cooperatively with appropriate internal business partners
• Proactively reach out to clients via email or phone to follow up and educate on value-added products/services to address needs of clients
• Onboard new customers through customer outreach (regardless of available channel, and individual who opened account)
• Schedule preset appointments for the following week and hold appointments each week
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Perform customer servicing interactions
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales interactions with pre-call plan)
• Adequately prepare for scheduled appointments before customer meetings (prepare for sales