Relationship Banker 2 - Northridge, CA
Core
Build and foster relationships with clients via in-person, appointment, and virtual channels to provide counsel on deposit and loan products.
Role type
Relationship Banker
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Retail Banking
Deliverable
product features
Required skills
proactive outreach, client engagement, financial needs assessment, product knowledge, digital product education, account opening, credit application processing
Preferred skills
sales campaign experience, digital self-service technology proficiency, financial services industry experience
Technologies
digital banking platforms, self-service technologies
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, submit credit applications, educate clients on digital products, develop collaborative partnerships with branch team members
Seniority
Mid-level IC