Client Relationship Consultant 2 (Banker) - Castro Valley, CA
Core
Build and foster relationships with clients by assessing banking needs, processing account information, and recommending deposit and loan solutions via in-person, appointment, and virtual channels.
Role type
Client Relationship Consultant (Retail Banker)
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
proactive client outreach, financial needs assessment, digital product education, account opening, credit application processing, regulatory compliance (NMLS/S.A.F.E. Act)
Preferred skills
proven relationship building, effective client communication, knowledge of bank policies, digital self-service technology proficiency, financial services industry experience
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, submit credit applications, educate clients on digital products, develop partnerships with branch team members
Seniority
Mid-level, hands-on IC