Premier Relationship Banker - Laguna Hills, CA
Core
Build trust-based relationships with customers to provide counsel on deposit and loan products, originate and close consumer loans, and refer clients to wealth management teams.
Role type
Premier Relationship Banker (Referral Registered Representative)
Builds
Consumer loans, deposit accounts, and digital banking solutions
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
relationship building, product education, loan origination, account management, digital banking guidance, FINRA compliance, regulatory adherence
Preferred skills
wealth management referral, financial services industry knowledge, technology adaptation
Technologies
digital banking platforms, FINRA registration systems
Responsibilities
Engage customers via in-person, appointment, and virtual channels; assess banking needs; recommend tailored financial solutions; open/close branches; maintain FINRA registrations for client referrals.
Seniority
Mid-level, hands-on IC