Relationship Banker 1 - Menifee, CA (35hrs)
Core
Relationship Banker building face-to-face 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 branch operations
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
proactive client outreach, financial needs assessment, account opening/closing, loan origination, digital product education, regulatory compliance (NMLS/SAFE Act)
Preferred skills
proven relationship building, customer service, 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, originate and close consumer loans, educate clients on digital products, maintain working knowledge of banking products and services, develop partnerships with branch team members
Seniority
Entry-level to Mid-level, <4 years experience