Senior Relationship Banker - Agoura Hills, CA
Core
Build and foster relationships with clients by assessing banking needs, processing account information, and recommending deposit and loan solutions across multiple channels.
Role type
Senior Relationship Banker
Builds
Consumer and business banking accounts, credit applications, and service requests
Domain
Retail Banking / Financial Services
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
sales campaign experience, digital self-service technology proficiency, advanced retail product knowledge
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Engage clients via in-person, appointment, and virtual channels to provide financial counsel; Identify and recommend tailored banking solutions based on customer goals; Maintain working knowledge of consumer and business banking products; Collaborate with branch team members to optimize client experience; Process basic transactions and submit credit applications; Educate clients on emerging digital products and self-service tools.
Seniority
Senior, hands-on IC