Relationship Banker 2 - Goleta-Magnolia - Goleta, CA
Core
Build and foster relationships with clients by meeting face-to-face, assessing banking needs, and recommending financial solutions.
Role type
Relationship Banker
Builds
Consumer and business accounts, consumer loans, and branch operations
Domain
Retail Banking
Deliverable
product features
Required skills
proactive outreach, client engagement, financial needs assessment, account opening, loan origination, credit application processing, digital product education, branch operations
Preferred skills
sales campaign experience, digital self-service technology proficiency, advanced recommendation capabilities, financial services industry experience
Technologies
digital banking platforms, self-service technologies, credit application systems
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, originate and close consumer loans, educate clients on digital products, collaborate with branch team members, submit credit applications