Relationship Banker
Where
- Arlington, VA
What you'll be doing
- Leverage referrals and other lead generation techniques (e.g., community outreach) to identify new prospects and cross-selling opportunities with current clients. Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions. Maintain a working knowledge of the complete line of products and services offered; taking responsibility to keep up to date and request assistance for further development needs. Perform servicing duties: greet customers/prospects in the lobby and on the phone, research customer inquiries, orders checks and/or debit cards, return phone calls, accept and forward wires, and other customer originated servicing needs with the intent of enhancing customer retention and exploring additional sales opportunities. Cultivate partnerships with specialist areas such as financial advisors, small business and private banking to obtain and provide qualified referrals. Ensure all audit and security policies and procedures are followed in accordance with bank policy and federal regulations.
What your background should be
- Minimum of 6 months of sales or service experience. Bilingual in English and Spanish. At least 1 year of experience in a relationship banker role and have completed all related required training. At least 1 year of retail sales experience.
Required Schooling / Training
- High school diploma, GED or equivalent certification.
Who is the client company
- Concern about financial services.
- If you are interested in this position, send your resume to apply@kochdavis.com