Float Relationship Banker - San Francisco, CA
Core
Build and foster relationships with customers by meeting face to face, assessing banking needs, and recommending financial solutions including deposit and loan products.
Role type
Retail Relationship Banker
Builds
Consumer and business accounts, consumer loans, and branch services
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
proactive outreach, client relationship building, financial product knowledge, credit application processing, digital product education, sales campaign participation
Preferred skills
proven ability to build client relationships, effective client communication, thorough knowledge of bank policies, experience in sales promotions, digital self-service technology proficiency, financial services industry experience
Technologies
digital banking platforms, self-service technologies, credit application systems
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, originate and close consumer loans, educate clients on digital products, develop partnerships with branch team members, submit credit applications
Seniority
Mid-level IC (4-5 years experience) to Senior IC (5+ years experience)