Bilingual Senior Banker - Concord Diamond, CA
Core
Bilingual Relationship Banker building trust-based relationships with consumers and businesses to provide financial counseling, account management, and product recommendations.
Role type
Senior IC Relationship Banker
Builds
Consumer and business banking accounts, deposit and loan products, and digital self-service solutions
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Spanish (business-level proficiency), NMLS registration, proactive client outreach, digital product education, credit application processing, account opening, regulatory compliance (SAFE Act, Reg Z)
Preferred skills
Sales campaign experience, digital self-service technology demonstration, advanced retail product knowledge, financial services industry experience
Technologies
Digital banking platforms, self-service technologies, NMLS system
Responsibilities
Engage clients via in-person, appointment, and virtual channels to assess banking needs; open new consumer and business accounts; process service requests and credit applications; educate clients on digital products and services; maintain working knowledge of bank policies and products; develop partnerships with branch team members.
Seniority
Senior, hands-on IC