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Financial Analyst · United States

Senior Relationship Banker

techcu·US-CA-San Jose

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The Senior Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education and sales, relationship-based sales, handling negotiables, and offering excellent service. The role balances exceptional service delivery with the ability to identify needs, build rapport, and convert service interactions into appropriate sales and referral opportunities.

In addition, the Senior Relationship Banker is responsible for developing direct sales growth including but not limited to mortgage, auto lending and market development. The incumbent...

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