Senior Banker - San Rafael, CA
Core
Build and foster relationships with customers via in-person, appointment, and virtual channels to provide counsel on deposit and loan products.
Role type
Senior IC relationship banker
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Retail banking / Financial services
Deliverable
product features
Required skills
proactive outreach, client needs assessment, digital product education, credit application processing, sales campaign participation, digital self-service technology demonstration
Preferred skills
advanced knowledge of bank policies, thorough knowledge of retail products, sales experience, 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
Senior, hands-on IC
