Senior Relationship Banker - Toluca Lake, CA
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
client delivery
Required skills
proactive outreach, financial needs assessment, product education, account opening, loan origination, credit application processing, digital product demonstration
Preferred skills
sales campaign experience, digital-first mindset, advanced bank policy knowledge, customer service excellence
Technologies
digital banking platforms, self-service technologies, branch support systems
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, submit credit applications, educate clients on digital products, collaborate with branch team members
Seniority
Senior, hands-on IC