Senior Relationship Banker - Laguna - Elk Grove, CA (38hrs)
Core
Builds and fosters 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 outreach, client relationship building, financial product knowledge, account opening, credit application processing, digital product education
Preferred skills
proven client relationship building, effective client communication, digital product proficiency, customer service, financial services industry experience
Technologies
digital products, self-service technologies
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, originate and close consumer loans, educate clients on digital products, develop partnerships with branch team members
Seniority
Entry to Mid-level, hands-on IC