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Relationship Banking Specialist
2 months ago
We are seeking a highly skilled and experienced Relationship Banker II to join our team at CrossFirst Bank. As a key member of our Relationship Banking team, you will be responsible for providing exceptional service to our clients, developing new business relationships, and promoting our products and services.
Key Responsibilities- Client Relationship Building: Develop and maintain strong relationships with existing and prospective clients, providing personalized service and tailored solutions to meet their financial needs.
- Business Development: Identify and pursue new business opportunities, building relationships with key decision-makers and promoting our products and services.
- Product Knowledge: Possess a deep understanding of our personal and private banking deposit products and processes, as well as banking rules and regulations.
- Communication: Effectively communicate with clients, colleagues, and management, providing clear and concise information and updates.
- Team Collaboration: Work closely with internal teams, including sales, marketing, and operations, to achieve business objectives and deliver exceptional client service.
- Professional Development: Stay up-to-date with industry trends, best practices, and regulatory requirements, applying this knowledge to improve client outcomes and drive business growth.
- Education: Bachelor's degree in a related field, such as accounting or finance, or equivalent work experience.
- Experience: Prior experience in a similar role within retail banking services, preferably in a commercial bank, with a proven track record of success in client relationship building and business development.
- Skills: Strong communication and interpersonal skills, with the ability to build trust and rapport with clients and colleagues. Proficiency in Microsoft Office, including Word, Excel, and Outlook.
