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.
Role type
Retail Relationship Banker
Builds
Consumer and business accounts, consumer loans, and branch operations
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
proactive client outreach, financial product knowledge, credit application processing, account opening/closing, digital product education, sales campaign participation
Preferred skills
customer service, interpersonal skills, digital first mindset, sales experience, financial services industry experience
Technologies
digital banking platforms, self-service technologies, credit application systems
Responsibilities
Greet clients and process basic transactions, originate and close consumer loans, open and close branch accounts, educate clients on digital products, submit credit applications, develop partnerships with branch team members
Seniority
Entry to Senior, hands-on IC