Pipeline Relationship Banker- Frederick Md

Montytait

Frederick, Maryland, United States of America
Base: $23.84 - $39.74 (usd); bonus/equity: not spe...
Not specified
Branch banking experience
Relationship-based retail banking
Customer needs identification
The job posting for a Pipeline Relationship Banker at Montytait in Frederick, Maryland, seeks candidates with experience in branch banking and relationship-based retail banking. The role emphasizes customer engagement, proactive sales solutions, and building strong customer relationships while adhering to compliance standards

Job Summary

  • Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner.
  • Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.
  • 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) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).

Matching Summary

Match Score: 75

The job posting for a Pipeline Relationship Banker at Montytait in Frederick, Maryland, seeks candidates with experience in branch banking and relationship-based retail banking. The role emphasizes customer engagement, proactive sales solutions, and building strong customer relationships while adhering to compliance standards.

Salary

Base: $23.84 - $39.74 (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Branch banking experience
  • Relationship-based retail banking
  • Customer needs identification
  • Sales solutions and referrals
  • Proactive customer outreach
  • Risk management controls

Nice-to-have

  • Leadership qualities
  • Belonging environment support
  • Bilingual based on branch needs

Key Requirements

  • Minimum 2 years proven retail sales experience
  • Minimum 1 year proven proactive sales experience
  • High school diploma or equivalent (GED)
  • Federal SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter