Relationship Banker 2 - Truckee, CA
Core
Relationship Banker building trust-based relationships with customers to assess banking needs, process account information, and recommend financial solutions.
Role type
Retail Relationship Banker
Builds
Consumer and business banking accounts, consumer loans, and financial solutions
Domain
Retail Banking / Consumer Finance
Required skills
proactive client outreach, financial needs assessment, account opening/closing, loan origination, digital product education, credit application processing, branch operations
Preferred skills
sales campaign experience, digital self-service technology proficiency, advanced financial recommendation skills, retail banking industry experience
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Build and foster client relationships through proactive outreach; Identify and recommend financial solutions based on client needs; Open new consumer and business accounts; Process credit applications and service requests; Educate clients on digital products and services; Collaborate with branch team members to serve clients
Seniority
Mid-level, hands-on IC