Relationship Banker I - Half Moon Bay, CA (20 hrs)
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
Relationship Banker (Retail Banking)
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
proactive client outreach, customer needs assessment, digital product education, basic transaction processing, credit application submission, regulatory compliance (NMLS/Reg Z)
Preferred skills
proven relationship building, effective client communication, knowledge of bank policies, digital self-service technology proficiency, financial services industry experience
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, educate clients on digital products, develop collaborative partnerships with branch team members, submit credit applications, maintain working knowledge of banking products
Seniority
Entry-level to Junior (<4 years experience)