Sr Relationship Banker - Goleta Magnolia
Core
Build and foster relationships with clients by meeting face-to-face, assessing banking needs, and recommending financial solutions.
Role type
Senior Relationship Banker
Builds
Consumer and business accounts, consumer loans, and branch operations
Domain
Retail Banking
Deliverable
product features
Required skills
proactive client outreach, financial needs assessment, credit application processing, account opening/closing, digital product education, regulatory compliance (NMLS/SAFE Act)
Preferred skills
sales campaign experience, digital self-service technology proficiency, advanced retail product knowledge
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Greet clients and process basic transactions, originate and close consumer loans, educate clients on emerging digital products, develop partnerships with branch team members, submit credit applications, maintain working knowledge of banking products and services
